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Qualifications

  • R01 (Financial Services, Regulation and Ethics)
    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
  • R02 (Investment Principles)
    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
  • R03 (Personal Taxation)
    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
  • R04 (Pensions and Retirement Planning)
    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
  • R05 (Financial Protection)
    This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
  • R06 (Financial Planning Practice)
    This qualification helps advisers develop and demonstrate their financial planning capabilities.
  • CII Level 4 Diploma in Regulated Financial Planning
    This Level 4 Diploma meets the FCA's qualification requirements for retail investment advisers. This enables the individual to meet the qualification requirements to practise in this area and expand their areas of expertise in their professional practice.

Transcript

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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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    Ben Toms

    Administrator

    Meet Ben

    Ben’s role consists of assisting the directors with administrative duties and liaising with clients to give them a smooth and productive financial journey.

    Ben enjoys keeping active by regularly working out at the gym and watching all things sports, especially Leicester City football club. He loves to travel with his girlfriend and explore all the world’s cultures.

    2 minutes with Ben

    Meet the rest of our team

    Adrian Mee
    Chartered Financial Planner and Director
    Neil Wattam
    Financial Planner, Chartered Accountant and Director
    Ben Wattam
    Chartered Investment Manager and Director
    Tim Kirby
    Chartered Financial Planner and Director
    Daniel Partridge
    Chartered Financial Planner and Director
    Lucy Fawcett
    Investment Manager
    Becca Coleman
    Administrator