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Financial Planner

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Chartered Financial Planner

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Chartered Accountant

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Member of the East Midlands Chamber

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Associate Firm of the Personal Finance Society

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Chartered Alternative Investment Analyst (CAIA)

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Chartered Fellow of the Securities and Investment Institute (CISI)

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Fellow of the Personal Finance Society

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Member of the Personal Finance Society

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Award in Long-Term Care Insurance

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Member of the Personal Finance Society

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    1% Pledge

    We feel good when we make a difference, and we’ll continue to do so through Pledge 1%.

    Doing our bit

    We need to be aware of our environment and the community around us, which is why we are part of the Pledge 1% initiative. It’s more than just donating money; we have committed to giving 1% of our time, products and profits to good causes annually.

    In recent years, we have made contributions of our profit to Loros, Guide Dogs, The Laura Centre and Shepshed Toy Library. Members of the team have also contributed their time by chairing council meetings, giving platelets and plasma, attending PFTA meetings and running presentations for post-16-year-old students considering higher education.