We know our stuff

Looking for a highly qualified independent financial adviser in Bristol?

You’ve come to the right place.

  • Certified Financial Planner

    James also holds the Certified Financial Planner (CFP) certification, awarded by the Chartered Institute for Securities & Investment (CISI).

    It’s the only globally recognised mark of excellence in financial planning and awarded to financial advisers at the pinnacle of the profession, who’ve completed a detailed assessment of their skills and knowledge and demonstrated that they’ve got the right experience, education and ethical approach.

    Less than 2% of financial advisers in Bristol with this designation, less than 2% in the UK have it.

  • Chartered Financial Planner

    Kat holds what is widely accepted to be the ‘gold standard’ qualification for UK professional financial advisers and financial planners. By definition, holders of this status are among the most experienced and most qualified advisers in the profession.

  • Chartered Financial Adviser

    Chris is a Chartered Associate of the London Institute of Banking and Finance. Chartered status is the profession’s gold standard for financial advice. It confirms that he is highly qualified, experienced and committed to the highest professional and ethical standards.

  • Diploma in Financial Services (CII)

    Chris holds this qualification from the CII, which develops advanced technical knowledge and understanding across a broad range of key advisory areas.

  • Diploma for Financial Advisers

    James holds the LIBF diploma for financial advisers. This is an industry benchmark qualification for financial advisers, which meets the Financial Conduct Authority’s (FCA) qualification requirement for retail investment advisers. Highly relevant and practical, the qualification is tailored to reflect the Independent Financial Adviser (IFA) role.

  • CeMAP

    James holds the CeMAP qualification which is a Level 3 qualification registered with Ofqual in the Regulated Qualifications Framework (RQF). It meets the FCA examination standards for providing advice on mortgage products and is an approved qualification in the mortgage advice apprenticeship standards.

Contact us

Want to know more? Drop us a line.