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 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 a financial advisor at the pinnacle of their 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 advisors 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 advisors and financial planners. By definition, holders of this status are among the most experienced and most qualified financial advisors in the profession.
Chartered Financial Advisor
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 the Chartered Institute of Insurance Diploma in Financial Services. This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Diploma for Financial Advisors
James holds the LIBF diploma for financial advisors. This is an industry benchmark qualification for financial advisors, which meets the Financial Conduct Authority’s (FCA) qualification requirement for retail investment advisors. Highly relevant and practical, the qualification is tailored to reflect the Independent Financial Adviser (IFA) role.
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.
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