Blog

We've decided to start a blog. We though it would be an excellent forum to share ideas, client stories, Helen's inspirational photography (our resident artist and photographer) and other musings about financial services, retirement planning and advice for individual clients, businesses and professional partners. If you like what you read, check back for regular updates or subscribe to our feed.

Jan24

What it means to be a Chartered Financial Planner

Posted by jeremy

The Chartered Insurance Institute (CII) introduced the ‘Chartered Financial Planner’ qualification in 2006. The institute recognised that seeking financial advice can be a daunting process – especially when it comes to finding a financial planner you trust to act in your best interests and provide unbiased advice. Where you see their symbol, you know the financial advice you receive will be independent, professional, and regulated by the Financial Services Authority’s strict guidelines.

Professional Financial Advice

To receive ‘Chartered’ status, individual financial planners undertake years of in-depth study to achieve the CII’s Advanced Diploma in Financial Planning, one of the highest level exams a Financial Planner can take. The qualification is designed to test knowledge, ability and ethical conduct in all areas of advice. As well as gaining this qualification, Chartered Financial Planners must also have five years of relevant industry experience and three years of Continuing Professional Development (CPD). Read full post

Jan7

Accredited by the Society of Later Life Advisers (SOLLA)

Posted by abbie

Kirsten attained her Later Life Adviser Accreditation (LLAA) in 2011, having proven her professional commitment to the area of Later Life advice. Active Retirement

Who are SOLLA?

SOLLA aims to assist consumers and their families in finding trusted accredited financial advisers who understand their needs. Founded in 2008 as a not for profit organisation, SOLLA was established to meet the need of consumers, advisers and those who provide financial products and services to the Later Life market. Its aim is to ensure that consumers are better informed about the financial issues of later life and can find an Accredited Adviser.

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Jan3

Our Chartered Financial Planner status

Posted by abbie

Chartered status is the industry’s gold standard. It confirms that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Source: flickr Christopher Sabato

In addition, we are listed as an approved financial planning firm on the Law Society endorsed “SIFA Directory of Financial Advisers” which is again subject to stringent eligibility criteria.

With the Professional Financial Centre, you can rest assured knowing that you are dealing with proven professionals at the highest levels of service for both you and your clients.

Jan3

Providing clients with ‘Sleepability’

Posted by abbie

So what exactly is ‘sleepability’? It’s a phrase Jeremy coined to describe the way we help our clients to sleep at night. We enlighten them on issues that affect them and devise a plan that puts them back in control of their financial affairs.

Providing Sleepability

Often when we see a client for the first time and they talk through their situation and what they’re trying to achieve, they also voice their worries and concerns. These range from “will I have enough to retire on?” to “how will I protect my family should anything happen to me?” and “I’m confused about where I stand, I have numerous policies accumulated over the years” or simply “I’m worried about my financial future”.

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Feb21

Maintaining our professional standards

Posted by Kirsten

We are proud to be longstanding members of the Institute of Financial Planning (IFP), which is largely considered the professional body for Financial Planners and Paraplanners. The core objective of the institute is to raise the professionalism of financial services and as a result, consumers can be sure that when they are working with a planner who is an IFP member, they are committed to maintaining the highest professional standards. Read full post

Feb2

SIFA Professional membership

Posted by jeremy

We are proud to be members of SIFA Professional and listed in the SIFA Directory of Professional IFAs (endorsed by the Law Society).

“Providing access to financial advice enables solicitors to fulfil the key role of trusted adviser.”        Ian Muirhead, Solicitor and Director, SIFA Limited

SIFA Professional

SIFA was established in Read full post