Professional organisations

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Financial Services Authority

I am personally registered with the Financial Services Authority my reference number is SJH00201 for confirmation just click on the Financial Services Authority Register.

The Personal Finance Society

I have achieved the enviable status of being awarded an fellowship of the society. The Personal Finance Society is the leading professional body for financial advisers and those in related roles in the UK. For more information just click here.

The Chartered Insurance Institute

The CII is the premier professional organisation for those working in the insurance and financial services industry. I am a full member of the institute. For more information just click here .

Retirement and Care Faculty

Areas of particular interest to this faculty are: Post-retirement planning and advice in the field of "care". Attention will be focused on subjects such as annuities, asset allocation and risk management, equity release, income in retirement, investment planning and wealth preservation, long term care, SIPPs and income drawdown, taxation and trust planning (embracing income tax, Capital Gains Tax and Inheritance Tax issues). I am a full member of the Faculty.

Corporate Financial Planning Faculty

Areas of particular interest to this faculty are: Group pension arrangements; Group life cover; Group PHI; Healthcare and keyman insurance for directors and partners; SIPPs; Corporate investment funds. I am a full member of the Faculty.

Personal Financial Planning Faculty

Areas of particular interest to this faculty are: Wraps and platforms; Fund providers (Investment houses); ISAs (Individual Savings Accounts); UT’s (Unit Trusts); OEICS (Open Ended Investment Companies); REITs (Real Estate Investment Trusts); and investment trusts; Pensions, including transfers; Wills and trusts; Estate planning; National savings; Protection; Stakeholder products; VCTs (Venture Capital Trusts) and EISs (Enterprise Investment Schemes). I am a full member of the Faculty.

The Financial Services Authority does not regulate Tax planning, Inheritance tax planning, Will writing and Trust planning