This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.
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
We work with private clients, trustees and business owners throughout the South East, guiding them through their financial planning needs, including; saving and investments, life cover, retirement and inheritance planning. We provide a comprehensive and highly personalised service to identify investment solutions that meet your long term objectives. Our aim is to be a trusted financial advisory service by focus upon our core values: integrity, expertise, care and client service. We aim to be different providing quality face to face advice. We are always client focused, providing clear simple plans and proposals together with transparent charges. We understand that our success depends upon our clients achieving their evolving financial objectives.
Greg has over 20 years’ experience in the financial services sector.
Having worked for and with some of the UK’s leading financial services companies, Greg has a practical and in-depth knowledge of the financial world.
From intimate knowledge of complex investment and taxation structures to consulting with other financial advisory firms on how to tailor their businesses, Greg uses his experience to provide business and private clients with efficient and suitable solutions.
We are fully independent financial advisers, authorised and regulated by the FCA. We are completely free to recommend products from the most suitable provider for your needs.
Always client focused, our aim is to offer clients solutions to their financial challenges, based upon our core values: integrity, expertise, care and service.
We always provide clear simple plans and proposals together with transparent charges.
Whether you are a client looking for help with your personal finances, a business looking to set up a company pension scheme or a charity who needs assistance to manage your valuable funds, please contact us.
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