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Qualified to look after you
We constantly encourage our staff to study for professional qualifications so they can give you the best service, in the last year our people have studied hard to gain the following qualifications.

Chartered Finanancial Planner - David Hughes, our Pensions Director, has recently become a Chartered Financial Planner, a fantastic achievement, as there are only 701 Chartered Financial Planners in the UK.

Advanced Financial Planners - Stephen Munro, Peter Leonard, Kelly Anderson and Carol Sneddon have all qualified as Advanced Financial Planners.
 
We now have 7 advanced financial planners on our team.
 
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