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
• AF8 - Retirement Income Planning
• BA Honours - Risk Management
• 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
• FA2 - Pensions Administration 
• 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
• J10 - Discretionary Investment Management 
• 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