This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
This exam accesses understanding of the financial services industry including regulation and legislation.
As independent financial advisers we advise across a wide range of services including investments, pensions, wealth management, protection and inheritance tax planning. We are committed to putting your needs at the heart of everything we do, developing long-term relationships and regularly reviewing your situation to ensure we adapt to change.
Holding Chartered Wealth Manager level qualifications from the Chartered Institute for Securities & Investments you can be sure that the advice you receive comes from the highest pedigree. The uppermost FCSI (Fellow) level of membership is also held and this has been earned through a combination of professional qualifications and a personal commitment to high standards of competence and integrity.
Whether you are a business, trustee, charity or private client you can trust our years of experience in providing prudent financial advice and will help you to organise your financial affairs to achieve your desired outcomes. Our mission is to help you make the most of your financial planning opportunities by providing first-class advice and we welcome the opportunity to speak with you to see how we can help.
We typically look after people in and around Stamford, Cambridge and London however we have clients throughout the UK.
As highly qualified financial advisers with many years experience providing independent financial advice we understand what is important to clients as they put their trust in us to safeguard their financial futures. We are extremely proud of our service standards and aim to treat you fairly in all our dealings ensuring you fully understand all benefits, risks and associated costs for any of our recommendations.
We specialise in providing bespoke financial advice and planning in the following areas:
Inheritance Tax Planning
Employee benefits & pension packages
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.