team qualifications
Administration
Administration
Administration
All of our administration support staff are appropriately qualified members of the CII and PFS.
Paraplanning
Administration
Administration
Our paraplanning team is led by a LIBF Level 4 Qualified Financial Planner + CII qualified Mortgage Adviser
Technical
Administration
Technical
Our technical team is led by a Chartered Finanical Planner, Pension Transfer Specialist + Fellow of the Personal Finance Society