To become a Chartered Financial Planner, individuals must have sufficient years of experience and complete a suite of qualifications equivalent to the level of a Bachelor degree (BA BSc). All Chartered Financial Planners have to comply with the Personal Finance Society’s Code of Ethics and Conduct. This code reflects the highest professional standards of the PFS. We are regularly assessed to ensure our technical knowledge is always up to date and comprehensive.
We practice holistic financial planning covering all areas of a client’s situation, and recognize that each is unique with a different level of financial experience and understanding.
The result of a financial plan can be a wide range of potential solutions, some rather complex. Our experience and extensive research facilities enable us to sift through the options and deliver solutions in a clear and concise way without the over use of technical jargon seen so much these days.
Our overriding aim is to ensure the client has the peace of mind and comfort from making sense of the whole process.
Most financial plans by their very nature need to be reviewed regularly. Circumstances and legislation can change. Leaving things too long inevitably involves risk and greater cost to put things right.
Hence the importance of regular reviews and we actively encourage our clients to contact us on any financial matter.