Accreditations and awards
You deserve to have your wealth looked after by a highly qualified and experienced financial planner. Learn all about my credentials and what they mean here.
TRUST
BUILDING TRUST
There’s real comfort to be found in working with a financial planner who can handle any problem you might throw at them. That’s why I’ve worked so hard to build my knowledge to the highest possible level and have been lucky enough to be acknowledged for my efforts.
If you’re looking for personalised, reliable financial advice, you’re in the right place.
STANDARDS
THE HIGHEST STANDARDS
As an individual, I’ve been awarded Chartered financial planner status by the Chartered Insurance Institute, and am a fellow of the Personal Finance Society. These titles require me to follow a set of strict professional guidelines and keep my knowledge updated regularly.
Continually Developing
After following a robust study programme, I was incredibly proud to get my CFP designation in 2024. The Certified Financial Planner (CFP) accreditation is recognised globally as the gold standard for financial planning professionals. It shows my commitment to continued professional development and the high standards I hold myself to.
APPROVAL
SEAL OF APPROVAL
VouchedFor is the UK’s leading independent review site for financial planners and advisers, mortgage brokers, accountants, and solicitors. I’m delighted to have been awarded their Top Rated status each year since 2016, all thanks to the kind words of my valued clients.
