We are proud to have achieved the gold standard for firms – Corporate Chartered status. Not only are we a Chartered Financial Planners firm but our Managing Director, Brian Benson, has attained industry-leading status too. He is a Chartered Financial Planner, Certified Financial Planner, and Chartered Wealth Manager. He also holds the Society of Later Life Accreditation (SOLLA) which focuses on later life planning.
If you receive regulated investment advice you should ensure that the firm is authorised by the Financial Conduct Authority (FCA) and the adviser is registered with suitable qualifications.