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.