About us
Qualifications
We pride ourselves on the high quality of our advice which is accredited through recognised industry qualifications and professional memberships.
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Derek
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Paul
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| Peter  | ||
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.
Derek and Peter both hold Diploma Status with the PFS
Derek and Paul hold advanced qualifications in Pensions(G60) and Taxation
& Trusts. Derek also has further advanced qualifications in Business
Financial Planning and Paul has advanced qualifications in Savings and Investments.
Peter has over 35 years experience in the industry and 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.
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
