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
03/11/2025
Phasing into retirement: The emotional and financial benefits
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23/10/2025
Guide: Everything you need to know about the State Pension
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13/10/2025
What footballer Kevin Keegan tells us about retirement planning
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13/10/2025
Investment market update: September 2025
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13/10/2025
Phasing into retirement: The flexible options you might consider
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13/10/2025
Why you should look on the bright side of life
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13/10/2025
How a cashflow model can turn retirement anxiety into excitement
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13/10/2025
Why stock market volatility can trigger financial bias
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08/09/2025
5 stunning winter destinations that are perfect for a last-minute break
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08/09/2025
5 challenges a financial midlife MOT could help you overcome
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08/09/2025
Planning for care: How to set out your wishes
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08/09/2025
How pension and Inheritance Tax policy changes could affect your legacy
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