You are viewing this site in staging mode. Click in this bar to return to normal site.

Qualifications

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 Financial Planning
Advanced Diploma in Pensions
Advanced Diploma in Investment Planning
Advanced Diploma in Taxation and Trust
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