As well as being Independent Financial Advisers (IFAs), we are proud to have within our adviser team three individuals who have achieved the highest possible level of professional qualification. They are Fellows of the Personal Finance Society, and have also been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII).

They embody the qualities required by ‘Chartered’ status – Competence, Knowledge and Ethical behaviour – and are committed to:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • keeping knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.