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
11/12/2024
How creating a care fund could provide you with essential protection later in life
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11/12/2024
3 insightful reasons why setting goals may reduce financial bias
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11/12/2024
3 simple questions that may help you update your life goals for 2025
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11/12/2024
Lonely Planet’s top 10 holiday destinations for 2025
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27/11/2024
10 of the world’s best destinations to travel to during winter in the UK
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04/11/2024
2 key Budget announcements that may affect your financial plan
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30/10/2024
Your Autumn Budget update – the key news from the chancellor’s statement
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29/10/2024
Healthy food swaps to embrace this Christmas
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29/10/2024
10 financial tasks to complete this year to head into 2025 feeling confident
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29/10/2024
Are your loved ones relying on an inheritance to reach life goals?
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29/10/2024
Investment market update: October 2024
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29/10/2024
Why your financial plan could benefit more than you by creating a legacy
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