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Why obtain Chartered Status?

When I first became a Financial Adviser I quickly realised that all clients are unique and have diverse, and sometimes complex, requirements.  I felt that if I was going to be able to provide a quality service and help these people meet their goals and objectives I needed knowledge well beyond the minimum level of qualifications. I therefore embarked on a programme of study to achieve Chartered Financial Planner status (attained in 2010), a designation which is held by approximately 10% of advisers in the UK and which is seen as the gold standard for Financial Planning.

I believe Chartered status demonstrates a commitment to professionalism well above the standard and ensures that I can deliver financial planning at the highest level.

Qualifications attained to achieve Chartered status

  • Advanced Diploma in Retirement Income Planning
  • Advanced Diploma in Financial Planning
  • Advanced Diploma in Pensions
  • Advanced Diploma in Investment Planning
  • Advanced Diploma in Taxation and Trusts
  • Certified Financial Planner

Qualifications attained at Diploma and Certificate level

  • Diploma in Pension Funding Options
  • Diploma in Pension Income Options
  • Diploma in Investment Principles
  • Certificate in Pensions Simplification
  • Investment and Risk Certificate
  • Long Term Care Certificate
  • Equity Release Certificate
  • Regulation and Ethics Certificate
  • Mortgage Advice Certificate
  • Financial Planning Certificate 3
  • Financial Planning Certificate 2
  • Financial Planning Certificate 1