Contact us

I am delighted to have been awarded the highest accreditation possible from CISI – The Chartered Institute for Securities & Investment – that of Chartered Fellow.

CISI is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, they have a global community of around 45,000 members in 111 countries and last year more than 40,000 CISI exams were sat in 81 countries.

Alongside the CII (The Chartered Insurance Institute) CISI sets the professional standards within the financial adviser community.

Being awarded the top accolade of Chartered Fellow means I have met the CISI’s rigorous ethics, experience, competence and professional practice standards and demonstrate a shared commitment to high standards of excellence and professionalism.

Ensuring the highest of standards in the work we do helping people retire successfully is of paramount importance to me, so I am delighted to be amongst a handful of UK financial advisers who hold this title.

Send to a friend: