Our accreditations
We’re proud to have earned a number of industry accreditations, making us one of the top financial planning firms in the country, with some of the most highly qualified planners. Take a look at just some of our achievements and what they mean.
A Chartered Financial Planning Firm (CII)
We’re proud to have been a Chartered firm since 2010 (the first in Oxfordshire), as awarded by the Chartered Insurance Institute. Chartered status represents the ‘gold standard’ of financial planning. By choosing a Chartered firm, you are working with a business that has proven its technical knowledge and conduct and adheres to industry best practices.
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CISI Accredited Financial Planning Firm™ (AFPF)
In 2020 we achieved Accredited Financial Planning Firm™ (AFPF) status, as awarded by the Chartered Institute for Securities & Investment. This is a symbol of having met the highest professional standards of financial planning.
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Chartered Financial Planners
Jonathan and Dom both hold the status of Chartered Financial Planners. This means they have successfully completed advanced qualifications and have demonstrated a commitment to continuous improvement.
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The Kinder Institute of Life Planning
Jonathan and Dom are both Registered Life Planners, having trained with the Kinder Institute of Life Planning. As such they are able to bring a deeper insight into the financial planning process and more effectively help clients identify and achieve their personal goals.
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