It’s a great feeling when our team is rewarded for all their hard work. This is what our accreditations mean for you as a client.


Nick, one of our directors, holds the Chartered Financial Planner title, which is the most widely accepted “gold standard” qualification available for professional financial planners.

Awarded by the Chartered Insurance Institute (CII), it shows that you are choosing a financial planner who has made a public commitment to professionalism. Nick must maintain standards of excellence in qualifications, ethics, business practices and professional development.

How does it benefit you?

  • You can be confident Nick demonstrates the highest level of technical knowledge and will only provide you with quality and up-to-the-minute advice
  • Rest assured knowing that your best interests are at the forefront of everything we do as a firm and as individuals
  • Nick has publicly pledged to put your interests first, so you can be certain that the advice you’re receiving is of the highest standard.