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
04/12/2025
How money causes anxiety and 3 tips to reduce it
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04/12/2025
The greenwashing challenge and how ESG investors can spot it
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04/12/2025
Investment market update: November 2025
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04/12/2025
6 origins of financial bias that could affect you
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04/12/2025
8 financial tasks to complete before the end of 2025
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26/11/2025
Your Autumn Budget update, and what it means for you
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03/11/2025
What donating blood tells us about money
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03/11/2025
The difficult but important estate planning conversations to have with your family
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03/11/2025
How financial planning could give you the confidence to spend more
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03/11/2025
Investment market update: October 2025
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03/11/2025
Why successful investing starts with your mindset, not the markets
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03/11/2025
Phasing into retirement: The emotional and financial benefits
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