Authorised and Regulated by the Financial Conduct Authority

97 High  Street



       CM12 9AJ

Call   us  today  on

01277 630873


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Your Home is at risk if you do not keep up any mortgage or payments secured upon it!

You should remember that past performance is not necessarily a guide to the future. Market and currency movements may cause the value of units, and the value derived from them, to fall as well as rise and you may get back less than you invested when you decide to sell your units. The tax treatment of investments and pensions is not guaranteed and may change in the future.  

Mike Joslin Dip PFS, Cert CII (MP & ER). Passes FP1, FP2, FP3, CF1,CF3,CF4,CF5,CF6, G60, G10, SV1. MAQ, ER1  

Steve Dodge Dip PFS Cert CII (MP & ER). Passes FP1, FP2, FP3, CF1,CF3,CF4,CF6,CF8, G60, G10, G20, SV1. MAQ,CF8, ER1

Stuart Andrews Dip PFS. Passes FP1, FP2, FP3, CF1,CF3,CF4,CF5,CF6, G60, G20, G10, K10, K20, SV1, CF9

Georgina Kitteridge Dip PFS. Bsc Economic’s & Management. Passes CF1, CF2,CF3,CF4, CF5, CF6, CF8,ER1, JO2 ,R02, R03,R04. AF1, AF5  

Guy Murray Dip FA.  BA (Hons) Passes FP1, FP2, FP3, CF1, CF3, CF4, CF5, CF6,CF8, CeMap, AF5

Luke Adlum Dip PFS Bsc Passes CF6, CF8,ER1,RO1,RO2, RO3,RO4,RO5,RO6. J10,AF4, AF5.   

Jenny Jones Office Manager Passes  CF1, CF3, CF4  RO1

Paula Fox  Accounts

Qualification Definitions

FP1, 2,& 3 all basic qualifications needed to be able to offer financial advice.

G60 Advanced Pensions (permits pension transfer business)

G10 Advanced Taxation and Trusts

G20 Advanced Personal Investment Planning

K10 & K20 Advanced Pension Planning

SV1 Advanced Investment Planning

MAQ Mortgage Advice Exam (needed or equivalent to advise on mortgages)

CeMap Certificate In Mortgage Advice and practice (as above).

CF1 UK Financial Services, Regulation and Ethics. CF2 Investment and Risk

CF3 Financial Protection. CF4 Retirement Planning

CF5 Integrated Financial Planning. CF6 Mortgage Advice

CF7 Lifetime Mortgages. CF8 Long Term Care Insurance

CF9 New Pension Regime from 06/04/2006

ER1 Equity Release.

JO1 Personal Tax. JO2 Trusts

RO1 Financial Services Regulation and Ethics. RO2 Investment Principles and Risk.

RO3 Personal Taxation. RO4 Pensions and Retirement Planning.

RO5 Financial Protection. RO6 Financial Planning Practice.

AF1 Personal Tax and Trust Planning  

AF4 Advanced Financial Planning Process

AF5 Financial Planning Process


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