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.