Our Qualifications

Chartered Financial Planner

We were absolutely delighted to be named as the UK’s first Chartered Financial Planner firm in May 2007. This was an important step in the development of our business and something that all of our team are extremely proud of. We have always aimed to be one of the key drivers for change in personal financial advice in the UK and this was another step in the right direction.

We understand that there are just over 5,300 Chartered Financial Planners in the UK (as at January 2017) and we would expect this number to rise steadily as graduates continue to see financial planning as a viable career alternative to some of the more established professions. A number of our Financial Life Planners have been awarded Chartered Financial Planner status.

In addition to the individual title, financial planning firms themselves are now able to apply for chartered status. There are currently (as at January 2017) around 730 Chartered Financial Planner firms in the UK.

CERTIFIED FINANCIAL PLANNERCM Certification

Many of our Financial Life Planners are CERTIFIED FINANCIAL PLANNER professionals. This is an internationally recognised qualification for financial planners. It is the highest standard available and holders are actively monitored and re-licensed annually.

In our experience, many private clients do not have a trusted adviser and where they do, they are often not satisfied with them due to a lack of pro-activity and regular contact.

There are around 160,000 CERTIFIED FINANCIAL PLANNER professionals Globally (as at January 2017). A CERTIFIED FINANCIAL PLANNER professional’s main focus will always be on their clients’ financial goals and ambitions, concentrating on how these can be achieved, rather than on a product sale. A CERTIFIED FINANCIAL PLANNER practitioner will provide you and your family with guidance over your lifetime, making the advice multi generational.

All CERTIFIED FINANCIAL PLANNER professionals in the UK are licensed by the Chartered Institute for Securities and Investments (CISI) and the International CFPCM Board. All CERTIFIED FINANCIAL PLANNER professionals must therefore adhere to the Board’s ‘Code of Ethics’ and must demonstrate their ability and understanding following the standards of the four Es. These are; Education, Examination, Experience and Ethics.

Contact us

The best way to contact us is to call on 0845 602 7875. A conversation with one of our Financial Life Planners will help you and us decide how our services are likely to be able to help you.