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Our qualifications
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Our highly qualified team of financial planning advisers carry a wide range experience,skills, and specialist knowledge. Below is a list of each advisor's relevant Professional Qualifications.
If you would like to independently verify our advisers and their qualifications you may do so by visiting CII Member Search where you can search for advisers by name.
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Keith Mitchelson, Director.
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Certificate:
CFP (formerly FPC) - Certificate in Financial Planning
Specialist:
CF8 - Long Term Care Planning
Other Professional:
FCIB - Fellow of the Chartered Institute of Bankers
MBIM - Member of the British Institute of Management
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Ivan Lyons APFS, Chartered Financial Planner and Director.
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Certificate:
CFP (formerly FPC) - Certificate in Financial Planning
CeMAP - Certificate in Mortgage Advice & Practice
Diploma:
J01 - Personal Tax
J04 - Pension Funding Options
J05 - Pension Income Options
PMI - Trustee Pensions Knowledge
Advanced Diploma:
G10 - Taxation & Trusts
G20 - Personal Investment Planning
K10 - Retirement Options
K20 - Pension Investment Options
AF5 - Advanced Financial Planning Process
Specialist:
CF8 - Long Term Care Planning
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Daniel Simmonds DipPFS, Senior Financial Adviser.
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Certificate:
CFP (formerly FPC) - Certificate in Financial Planning
CeMAP - Certificate in Mortgage Advice & Practice
CeFA - Certficate in Financial Advice
Diploma:
J01 - Personal Tax
J02 - Trusts
J04 - Pension Funding Options
J05 - Pension Income Options
Specialist:
CF8 - Long Term Care Planning
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Mark Ainsley DipPFS, Senior Financial Adviser.
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Certificate:
CFP (formerly FPC) - Certificate in Financial Planning
Diploma:
Diploma in Regulated Financial Services
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