Our accreditations

We pride ourselves on our commitment to excellence, something which has resulted in a number of accreditations for our team and individuals.

Chartered Financial Planners

We are proud to be a Chartered Financial Planning firm, with all of our financial planners holding individual Chartered status. This prestigious gold standard is granted under Royal Charter by the Chartered Insurance Institute (CII).

As a firm, we are additionally assessed as having in place:

  • Core values, business practices and a diversity and inclusion policy that aligns with the CII’s Code of Ethics.
  • An appropriate professional development programme for our team.

These steps taken to secure this Royal Charter accreditation evidences our dedication and passion to ensure that we strive to make a difference to our clients’ lives.

Download our: What our Chartered status means to you guide to find out more.

Fellow of the PFS

Our directors have completed the Personal Finance Society (PFS) Fellowship programme, making them official Fellows of the PFS. This means they have demonstrated:

  • An exceptional level of financial planning achievement
  • Evidence of their commitment to professional development
  • A commitment to the CII’s code of ethics.

Pension Transfer Gold Standard

We are a firm that has met the criteria for holding the Pension Transfer Gold Standard, which means that we go beyond the minimum requirements for financial advice. It also means you can have confidence in our ability to deal with your pension transfer requirements safely and securely.

Read more about the Pension Transfer Gold Standard here

Society of Later Life Advisers

Adrian is accredited by the Society of Later Life Advisers (SOLLA) and recognised by the Personal Finance Society (PFS) as a Later Life Advice Specialist. This means Adrian has the necessary professional qualifications and passed the criteria necessary to demonstrate that he can offer both practical and emotional guidance to help those in need.

Find out more about SOLLA here

PFS Financial Vulnerability Task Force

We are proud supporters of the Personal Finance Society’s Vulnerability Task Force. This independent body was created to promote greater understanding and encourage appropriate behaviours concerning consumer vulnerability.

By aligning ourselves with the Task Force and its Charter, we aim to be seen as a “safe pair of hands” for those who find themselves in vulnerable positions. Find out more about how this helps us support people here.

Find out more about the Charter here.