Qualifications

Our staff have a great deal of experience - over 200 years, as well as an impressive catalogue of qualifications including:

  • AF1 - Personal Tax and Trust Planning
  • AF2 - Business Financial Planning
  • AF3 - Pension Planning
  • AF4 - Investment Planning
  • AF5 - Financial Planning Process
  • CeLM - Certificate of Lifetime Mortgages
  • Cert PFS - Certificate of the Personal Finance Society
  • CEFA 1 & 2 - Certificate in Financial Advice
  • CF1 - UK Financial Services, Regulation & Ethics
  • CF2 - Investment & Risk
  • CF3 - Financial Protection
  • CF4 - Retirement Planning
  • CF5 - Integrated Financial Planning
  • CF6 - Certificate of Mortgage Advice
  • CF7 - Lifetime Mortgage Activities
  • CF8 - Long Term Care
  • CF9 - Pension Simplification
  • Dip PFS - Diploma of the Personal Finance Society
  • ER1 - Equity Release
  • FA7 - Financial Services Products
  • FPC I, II & III - Financial Planning Certificate
  • HR1 - Home Reversion Plans
  • G10 - Advanced Taxation & Trusts
  • G20 - Advanced Personal Investment Planning
  • G30 - Advanced Business Financial Planning
  • G60 - Advanced Pension Planning
  • G70 - Advanced Portfolio Management
  • IF1 - Insurance, Legal & Regulatory
  • IF2 - General Insurance Business
  • IMC - Managing Investments
  • J01 - Personal Tax
  • J02 - Trusts
  • J03 - The Tax & Legal aspects of Business
  • J04 - Pension Funding Options
  • J05 - Pension Income Options
  • J06 - Investment Principles, Markets & Environments
  • J08 - Financial Planning Practice
  • JO9 - Certificate in Paraplanning
  • K10 - Retirement Options
  • K20 - Pension Investment Options
  • LP2 - Financial Services Products
  • MAQ - Mortgage Advice
  • R01 - Financial Services Regulations & Ethics
  • R02 - Investment Principles & Risk
  • R03 - Personal Taxation
  • R04 - Pensions and Retirement Planning
  • R05 - Financial Protection
  • R06 - Financial Planning Practice
  • R08 - Pension Update
  • SV1 - Savings and Investments