Certifications

Chartered Financial Planner

Fellow of the Personal Finance Society (FPFS)

CII Level 6 Advanced Diploma in Financial Planning

CII Level 4 Diploma in Regulated Financial Planning

CII Level 3 Award in Long Term Care Insurance

CII Level 3 Certificate in Mortgage Advice

CII Level 3 Certificate in Equity Release

CII Level 4 Certificate in Discretionary Investment Management

CII Level 3 Certificate in Financial Services (General Route)

CII Level 4 Certificate in Securities Advice and Dealing

CII Level 3 Certificate in Financial Services (Life & Pensions)