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
08/09/2025
The 3 steps to achieving financial wellbeing
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08/09/2025
Investment market update: August 2025
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03/09/2025
Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney
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27/08/2025
Guide: Revealed: The value of financial planning
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01/08/2025
The psychological influences that could affect your relationship with money
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01/08/2025
Think cash is king? It might be time to review your mantra
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01/08/2025
Planning for care: Making later-life support part of your financial plan
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01/08/2025
How to change your financial behaviours
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01/08/2025
How to remain calm amid Autumn Budget speculation
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01/08/2025
Investment market update: July 2025
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02/07/2025
Guide: Planning for a longer life: Wellbeing tips and financial management strategies
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01/07/2025
The joy of anticipation: How financial planning generates wellbeing
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