Our staff are friendly, well educated and are happy to spend time dealing with any queries you may have. All of our advisers must be qualified to one of the highest accredited standards in the UK – Level 6 – whereas the typical UK standard is Level 4.

CERTIFIED FINANCIAL PLANNERCM

  • The advanced financial qualification Diploma in Financial Planning (Dip PFS), formerly known as AFPC
  • Pensions Specialist (G 60)
  • Investment Specialist (G 70)
  • Tax and Trust Specialist (G10)
  • Law Degree (LL.B & Diploma in Legal Practice)
  • Corporate Finance
  • Masters in Investment Management (MSc (Econ.))