You should always ensure when you receive regulated investment advice that the firm you are dealing with is authorised by the FCA and the adviser is suitably qualified to provide the advice you require.
The gold standard for firms is ‘Chartered Financial Planner’ status and for individuals it is ‘Chartered Financial Planner’, ‘Chartered Wealth Manager’ and ‘Certified Financial Planner’ Status.
Brian Benson our Managing Director is also Society of Later Life Accreditation (SOLLA) and is authorised to provided defined benefit transfer (final salary) advice.