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
06/05/2025
5 Nordic lifestyle trends that could improve your wellbeing
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06/05/2025
What does “diversified” mean when you’re investing?
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06/05/2025
Why investor fear and anxiety play a role in market volatility
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06/05/2025
5 shrewd ways to avoid paying tax on your savings
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06/05/2025
Does money make us happy?
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28/04/2025
Guide: How financial planning could help you answer essential “what if?” questions
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04/04/2025
Can defence stocks be “ethical”? The government may say “yes”
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02/04/2025
5 strategies that could help you avoid running out of money in retirement
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02/04/2025
Why an effective financial plan might involve spending more
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02/04/2025
Why you should make registering a Lasting Power of Attorney a priority
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02/04/2025
Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
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02/04/2025
4 reasons to remain calm amid market volatility and uncertainty
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