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About us

Qualifications

We pride ourselves on the high quality of our advice which is accredited through recognised industry qualifications and professional memberships.

Paul is a Chartered Financial Planner and has obtained fellowship status (FPFS) with the Personal Finance Society. Paul is also an affiliate member of The Society of Trustees and Estate Practitioners (STEP) as well as having passed specialist exams on Life Time mortgages. Paul hold advanced qualifications in Pensions(G60) and Taxation & Trusts as well as advanced qualifications in Savings and Investments.

Paul

Peter has over 35 years experience in the industry and holds Diploma Status with the PFS. Peter specialises in 'at retirement and in retirement planning'. Peter regularly gives presentations within retirement courses to companies and universities advising on their financial options at retirement.

Peter

Both Peter and Paul have passed the required specialist exam on Long Term Care allowing them to give full advice in this area and Paul is a member of Symponia.

Symponia is the national organization of Independent Financial Advisers (IFAs) nationwide, all of whom undertake regular specialist training to keep abreast of developments in the ever-changing field of financial planning for long term care. The Personal Finance Society (PFS) is a national organization, with over 25,000 members, formed in 2004 from the Society of Financial Advisers and the Life Assurance Association.

The PFS provides a comprehensive program of events to assist it members maintain relevant knowledge and skills. All members sign up to the PFS code of conduct