Why Certified Financial Planning (CFP)

We have long been of the view that professional Financial Planners should be highly qualified in line with the requirements of other professions such as legal and accountancy.

Many advisers argue that experience is the key, but we feel we owe it to our clients to have as much knowledge and expertise as possible in addition to many years’ experience.

A Certified Financial Planner (CFP) will put your needs and interests first at all times.

A Certified Financial Planner (CFP) has the knowledge, skills and experience to help you to review all of your options so you can make informed decisions about what you want from life both now and in future.

They've been tested to make sure they meet rigorous international competency, ethical and professional practice standards. This means that not only will you have peace of mind regarding the technical accuracy of their advice but also the integrity that underpins it.

They’ll work with you to make sure you’re in control of your finances and achieve your life goals. The best financial planning results come from working with a CFP professional. When seeking objective, expert and trusted financial planning advice you should always look for those who carry the CFP mark.



CFP certification is the only globally recognised mark of professionalism for Financial Planners.  CFP professionals are qualified at a level well above the minimum regulatory requirement (similar level to University degree).