My Qualifications

I have the very enviable designation of a Chartered Financial Planner. I am a Fellow of the Personal Finance Society the professional body for financial advisers. I was one of the invited members of the society to provide independent financial advice at Citizens Advice Bureau and I am the first in Wales to do this.

There are many different qualifications and titles within the financial services industry. Having been designated as a Chartered Financial Planner this is the highest accolade and recognised by the Privy Council. The list below is designed as a way to show how dedicated I am to ensuring that my clients receive the best advice that is possible. Even with these exams I have professional connections within the industry, should the need arise, that can be used for any of my clients.
I have been awarded following accolades:

  • Fellow of the Personal Finance Society (FPFS)
  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning
  • Advanced Financial Planning Certificate
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate for Financial Advisors
  • Certificate in Mortgage Advice and Practice
  • Certificate in Equity Release
  • Certificate in Long Term Care Insurance
  • Certificate in Lifetime Mortgage Activities
  • Certificate in Financial Administration (Pensions)
  • Certificate in Financial Administration (Life)

The only compulsory exams to be a financial advisor were: -

  • Financial Services and their regulation. Paper one of the Financial Planning Certificate. (FPC1)
  • Protection, Savings and Investment Products. Paper two of the Financial Planning Certificate. (FPC2)
  • Identifying and Satisfying Clients Needs. Paper three of the Financial Planning Certificate. (FPC3)

All of which I achieved.

I have completed the following optional examinations to enhance both my abilities and to continue to ensure that all my clients receive the best advice for their unique circumstances: -

Advanced Diploma Level

  • Pension Planning (AF3)
  • Taxation and Trusts. (G10)
  • Personal Investment Planning (G20)
  • Investment Portfolio Management (G70)
  • Holistic Financial Planning (H25)

Diploma Level

  • Personal Taxation (JO1)
  • Pension Income Options (JO5)
  • Savings and Investments (SV1)

Certificate Level

  • Introduction to Financial Services and Products. (CeFA1)
  • Financial Products. (CeFA2)
  • Client assessment and advice. (CeFA3)
  • Certificate in Mortgage Advice and Practice.(CeMAP)
  • Lifetime Mortgage activities. (CF7)
  • Long term care insurance. (CF8)
  • Pensions simplification (CF9)
  • Life office administration (FA1)
  • Pensions administration (FA2)
  • Group Risk (GR1)
  • Home reversion plans (HR1)