Debbie becomes a Chartered Financial Planner

After years of hard work and examinations, we are delighted to announce that Debbie Prescott has gained the title of Chartered Financial Planner from the Chartered Insurance Institute.

By choosing Chartered, you are choosing a financial planner who has made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development.

Phil Sheppard becomes a Certified Financial Technician

Last year, Phil completed his MSTA membership exams for the Society of Technical Analysts, and as a result also gained the prestigious CFTe designation from the International Federation of Technical Analysts.

These qualifications evidence Phil’s skills with the technical analysis, which is important when setting investment portfolios for clients, and managing their funds.