Our Qualifications

We recognise that in order to deliver the best advice for our clients we have to have a high level of technical knowledge. For that reason we are proud to say that our advice is delivered by someone who is both a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNERTM

Chartered Financial Planner

The Chartered Financial Planner title is awarded by the Chartered Insurance Institute (CII). It is an exam based qualification which tests technical knowledge on a range of subjects including pensions, investments and taxation and trusts. The Chartered qualification is acknowledged as a level 6 qualification (degree level) by Ofqual.

Chartered status is the highest level of qualification awarded by the CII and is currently held by around 5,700 individuals (as at January 2017). If you would like to learn more about the Chartered qualification please visit the CII website by clicking here.


The CERTIFIED FINANCIAL PLANNERTM (CFPTM) certification is an internationally recognised qualification in financial planning. In order to qualify as a CFPTM professional candidates have to pass a series of exams as well as write a financial plan for a complex case study. The CFPTM certification process focuses on testing candidates on their ability to meet a clients goals through both immediate and ongoing planning. In this way, the certification is a blend of technical knowledge as well as how to apply that knowledge to a clients situation in a joined up way.

There are currently over 170,000 CFPTM worldwide with 962 CFPTM professionals in the UK (as at the end of 2016). If you would like to learn more about the CERTIFIED FINANCIAL PLANNERTM qualification please visit the CISI website by clicking here.