About us

Qualifications

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

Derek and Paul hold the Advanced Certificate in Financial Planning (AFPC) with both having specialist qualifications in Pensions and Taxation & Trusts. Derek also has further advanced qualifications in Business Financial Planning.

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

Paul is an affilliate member of The Society of Trustees and Estate Practitioners (STEP) as well as having passed specific exams on Long Term Care Planning and Life Time mortgages.

Both Derek and Paul are members of the Personal Finance Society 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