Our accreditations

We like to stand out from the crowd and pride ourselves on our high level of standards, shown through our accreditations.

Our advisers are Chartered

Both Robert and Georgina are Chartered Financial Planners which is a symbol of technical competence and signifies a public commitment to professional standards. Holding the individual Chartered Financial Planner titles ensures that we are recognised as such by our peers and, most importantly, by those seeking advice.

We’re Fellows of the Personal Finance Society

Adding to their credibility, Robert and Georgina are also Fellows of the Personal Finance Society. The PFS Fellowship programme is the highest qualification awarded by the CII and is only available to individuals who demonstrate a commitment to achieving qualifications as a result of extensive study and examination.

Being an Affiliate Member of STEP

Georgina is an Affiliate Member of the Society of Estate and Trust Practitioners (STEP).

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Georgina’s areas of practice include elderly and vulnerable clients, investments and succession planning.

Meet our expert team

We all come as a package, so you know you’re receiving the best advice and support possible.

Contact us

Ready to talk? If you want to find out more about how we can add value to your life, get in touch using the form or contact details below.