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team qualifications

Administration

Administration

Administration

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All of our administration support staff are appropriately qualified members of the CII and PFS.

Paraplanning

Administration

Administration

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Our paraplanning team is led by a LIBF Level 4 Qualified Financial Planner + CII qualified Mortgage Adviser

Technical

Administration

Technical

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Our technical team is led by a Chartered Finanical Planner, Pension Transfer Specialist + Fellow of the Personal Finance Society


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