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
09/03/2026
Guide – SMART goals: 5 steps to effective financial planning
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03/03/2026
Your Spring Statement update – the key news from the chancellor’s speech
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02/03/2026
Turning wealth into happiness: Why a plan makes a difference
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02/03/2026
The Capital Gains Tax essentials you need to know
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02/03/2026
Investment market update: February 2026
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02/03/2026
Explained: Why your pension could become liable for Inheritance Tax
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02/03/2026
5 tips for overcoming the fear of investment uncertainty
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02/03/2026
How to be a successful investor: The importance of patience
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05/02/2026
Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year
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29/01/2026
What you can learn from Michael Sheen about spending with purpose
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29/01/2026
How ESG principles could fit into your long-term retirement strategy
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29/01/2026
Fraudsters use crypto hype to scam investors out of more than £500,000 a day
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