Authorised and qualified

All of our advisers are authorised and qualified to at least diploma level with many qualified to a higher standard including the highly prestigious Chartered Financial Planner status.

Our advisers have broad experience in all aspects of financial planning and keep their knowledge up to date through a programme of Continuous Professional Development. This is evidenced by a Statement of Professional Standing, verified annually by the Chartered Insurance Institute.

Having gained years of highly valuable client experience that cannot be taught in a purely academic manner, our advisers have developed the ability to make even the most complicated matters sound simple, something our clients say that they truly appreciate.

Find out more about our advisers

Wherever you are located

We would be happy to meet with you at a location of your choice or at one of our six regional offices.