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Member of the Personal Finance Society

Member of the Personal Finance Society

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Fellow of the Personal Finance Society

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

News

All blog articles can be found here
01/11/2023
10 festive markets to visit in Europe this year
It’s not too late to book a last-minute Christmas getaway. There are excellent C...
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01/11/2023
How to make your Christmas more sustainable
You don’t need to lose the Christmas spirit to celebrate more sustainably this y...
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01/11/2023
Social impact investment market grew to a record £9.4 billion in 2022
The social impact investment market is growing. It could provide a way to suppor...
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01/11/2023
How to help your family manage your affairs when you pass away
Planning for your death can be emotionally difficult, but it could be a huge hel...
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01/11/2023
Don’t overlook trusts, they could be a useful way to pass on wealth
A survey suggests many families could be overlooking the value trusts could add ...
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01/11/2023
More people than ever celebrate their 100th birthday. Here’s why it affects financial plans
A record number of people are celebrating their 100th birthday. In fact, over a ...
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15/10/2023
5 simple tips that could help you make better decisions
Research suggests the average person makes 35,000 decisions every day. While som...
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15/10/2023
Autumn reading: Discover this year’s Booker Prize shortlist
This year’s shortlist for the Booker Prize has been released. It includes six fa...
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01/10/2023
ESG investing: Why it’s important to balance risk
Research indicates that ESG bonds and investments may be less volatile than mark...
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01/10/2023
5 common mistakes when writing a will that a solicitor could help you avoid
While you can choose to write a will without professional legal advice, it may m...
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01/10/2023
How to make happiness part of your financial plan
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01/10/2023
3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax
Figures suggest more people are gifting assets to loved ones to reduce a potenti...
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    Registered Office: Priestley House, Priestley Gardens, Chadwell Heath, Essex, RM6 4SN

    Correspondence: Basepoint Business Centre, Shearway Business Park, Shearway Road, Folkestone, Kent CT19 4RH Registered in England No. 11580862

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