The gold standard for firms is to achieve corporate Chartered status. We are a Chartered Financial Planners firm and this status has delivered benefits to our business, our staff and, most importantly, our clients.
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) and is authorised to provide defined benefit (final salary) transfer advice.
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.