Why choose me?

Trusting someone else to do your research, recommendations and report-writing is a big step, so you need to know that they won’t let you down.
It’s all about qualifications and experience.


I'm highly qualified:


Chartered Financial Planner

Certified Financial Planner

Fellow of the Personal Finance Society

Fellow of the Institute of Financial Planning

Master’s degree in Financial Planning and Business Management



 

And experienced:

I was an IFA myself for five years, so I know what you need

Paraplanner since 1999

Outsourced paraplanner since 2012