Meet Our Team
We are a team of highly experienced and motivated professionals, totally committed to managing your investments and accounting in line with your goals in a way that removes the complexity and demands on you.
Specialism
Retirement & Investment Planning, Estate Planning, Auto Enrolment
Qualifications
CII Diploma in Financial Planning, CII AF3 Advanced Pension Planning, IFS Advanced CeMAP, CII Award in Long Term Care, CII Certificate in Equity Release, CII J10 Discretionary Investment Management, AF4 Investment Planning, AF5 Financial Planning Process, AF2 Business Financial Planning
Specialism
Investment Planning & Estate Planning
Qualifications
FPC 1,2 & 3, CII Level 4 Diploma in Financial Planning, Certificate in Mortgage Advice & Practice, CII SV1 Savings & Investments, CII CF9 Pensions simplification, CII J02 Trusts, CII CF8 Long Term Care Insurance, CII R01 Financial Services, regulations & ethics, CII R08 Pension Update
Specialism
Retirement & Investment Planning, Estate Planning, Auto Enrolment, Business Protection Planning
Qualifications
Diploma in Regulated Financial Planning, Certificate in Investment Operations, Certificate in Financial Services
Qualifications
Cert CII (FS) R01- Financial Services Regulation & Ethics, R03- Personal Taxation, R04- Retirement Planning
Qualifications
Financial Planning Certificates FPC1, FPC2 & FPC3, IAQ Unit Trust and IAQ PEP
CF9 Pensions Simplification, CF8 Long Term Care, Life Office Administration FA1
Certificate in Insurance; Financial Planning Certificate and Certificate in Life & Pensions
JO7 Supervision in a Regulated Environment, PO2 Long Term Insurance Practice, R04 Pensions and Retirement Planning
