As a Chartered, highly accredited firm, you can be confident you will receive the best possible service and advice from us.
We’re proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII).
Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.
To secure Chartered status, firms must demonstrate:
- The highest levels of technical knowledge through professional qualifications
- A commitment to the ongoing development of our skills and knowledge
- An adherence to ethical conduct
Fellow of the Personal Finance Society (PFS)
The PFS Fellowship programme is the highest qualification awarded by the CII. Our financial planner Mark Sekree is a Fellow.
Fellowship is only available to those who demonstrate a commitment to achieving qualifications as a result of extensive study and examination. A total of 350 credits are required to obtain the Fellowship; this must include obtaining 290 credits through completion of the Advanced Diploma in Financial Planning.
STEP accredited (Trusts and Estate Planning)
Our financial Planner planner Mark Sekree has achieved the STEP accreditation for Financial Services in Trusts and Estate Planning.
STEP is the worldwide professional association for those advising families across generations. The accreditation is considered a mark of excellence for financial planners who provide holistic advice surrounding matters of trusts and estate planning.
Hear from our clien ts
It's hugely reassuring for us, knowing Mark's looking after our financial affairs.
It's extraordinary the changes that have been wrought thanks to Mark.
If it wasn't for Mark, I wouldn't feel as confident going into retirement as I do.