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
02/07/2026
The psychology of fear in investing: Why mastering it could support long-term success
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02/07/2026
The £12.3 billion cost of delaying estate planning
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02/07/2026
What does a change in prime minister mean for your finances?
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25/06/2026
Guide: Your guide to planning for later-life care
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22/06/2026
Your reviews have landed me a spot in the Telegraph
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01/06/2026
7 ways financial planning could help you reduce stress
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01/06/2026
Balancing your goals: Why investing could be suitable for long-term goals
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01/06/2026
Why the State Pension triple lock matters for retirees
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01/06/2026
Investment market update: May 2026
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01/06/2026
5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
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01/06/2026
4 ways you could choose to pass on assets to loved ones
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30/04/2026
Investment market update: April 2026
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