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.

We’ve scored a hat-trick with VouchedFor

We’ve scored a hat-trick with VouchedFor – the Top Rated guide is set to feature in a third national publication today.

In March, we were thrilled that Ben was included in the VouchedFor 2024 guide. The guide identifies the best financial advisers using reviews from those best placed to judge our commitment and approach – our clients.

The guide has already been distributed in The Times and the Mail on Sunday, and will now feature in The Telegraph. It’s helped put our name in front of millions of readers who could benefit from financial advice, and, thanks to your reviews, feel confident they’ll be in safe hands if they get in touch.

Once again, we’d like to thank you for leaving the VouchedFor reviews.

VouchedFor reviews are important to us for two key reasons.

1. They encourage more people to seek financial advice

We know that financial advice can help clients feel more in control of their finances and reach their goals. Yet, some people feel nervous about contacting a financial adviser for the first time or aren’t sure how to find a reliable professional who will act in their best interests.

Your reviews may give someone the confidence to get in touch with our team to arrange a meeting.

2. We love to hear your feedback

Your VouchedFor reviews are a great way for us to hear your feedback. We love to read how financial advice is improving your life, your experience with our team, and where we could make improvements.

Help us make the VouchedFor Top Rated guide again!

We’re already thinking about 2025 and featuring in the VouchedFor Top Rated guide again. If you haven’t already left us a review, or it’s been a while since you’ve written one, you can click here to share your views.

Ready to talk?