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.

Breaking news: I’m in VouchedFor’s 2024 Guide to Top Rated Advisers

I’m proud to announce that I’ve been included in VouchedFor’s 2024 Guide to Top Rated Advisers, distributed in The Times.

The guide identifies and celebrates the UK’s best financial advisers, all based on feedback from their clients. Inclusion in the guide is a tremendous honour. 

What is VouchedFor?

If you’re not familiar with VouchedFor, it’s a platform that allows consumers to leave reviews for their financial adviser or planner. Essentially, it’s like Tripadvisor but for financial advisers. 

I now have more than 40 reviews on VouchedFor, which verifies all reviews and never removes or edits negative comments. This rigorous and fair approach means you can be reassured that our reviews accurately reflect the service I provide. 

A big thank you to our clients

I’d like to thank all our clients who’ve left reviews, as you’re the reason why I’ve qualified for the guide. Thank you for continuing to trust me with your finances and allowing us to help you meet your long-term goals.

If you haven’t left a review yet and would like to, please feel free to do so. The process takes less than 10 minutes. I’d love to hear your thoughts and a five-star review is always appreciated. 

Simply click here to leave a review. 


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