How does my Chartered status benefit you?
My Chartered status benefits our clients in three key ways:
Expertise: To attain Chartered Financial Planner status, I must demonstrate the highest levels of technical knowledge and competence through professional qualifications
Continuous development: To maintain my Chartered Financial Planner status, that knowledge must be continually maintained and updated
Ethical conduct: my Chartered status means I must adhere to a specific Code of Ethics enforced through disciplinary sanctions, if necessary.
Chartered Financial Planners - Advice You Can Trust.
One of the most highly qualified professional Chartered Financial Planners in the UK, David provides financial advice to clients on a discrete one to one basis, tailoring solutions which are designed to provide ultimate financial security.
He is an Economics graduate, a Fellow of the Personal Finance Society and an Associate of the Chartered Institute of Secretaries. David is not only a Chartered Financial Planner with more than 20 years' experience, but he is also an experienced Trust and Estate Practitioner.
Specialisms include investment planning; portfolio management; pension planning including pension transfers and the new pensions reforms; estate planning; taxation and trusts; life and health protection.
The value of your investment can go down as well as up and you may get back less than you have invested.
The Financial Conduct Authority does not regulate taxation and trust advice.
Joanne joined the company in January 2014 in the capacity of Business Operations Director. She is an experienced professional with a history of success across senior risk and regulatory roles, as a leader of managers, financial advisers, sales teams and affinity groups with global companies such as Barclays Bank PLC, Cigna, the Chartered Accountants Regulatory Body and Senior Business Consultant with Paradigm Partners LLP.
Joanne has significant experience of operational management in highly regulated environments and a strong and demonstrated ability to provide and establish complex advice to financial services companies using detailed understanding of Financial Conduct Authority (FCA) regulatory requirements and culture.
In addition, Joanne is a successful Executive Life coach and Psychotherapist, qualified and accredited in a number of modalities such as Psych K, a Master NLP and Clinical Hypnotherapist, and was awarded fellowship of ACCPH (Accredited Counsellors, Coaches, Psychotherapists and Hypnotherapists). Joanne is also a wellbeing retreat specialist running transformational retreats in the UK and worldwide. She has further qualifications as an accredited Mediation and Mindfulness Teacher, Sound Therapist, Pilates instructor and Children’s and Yin Yoga teacher. She believes that our “Health is our greatest Wealth”.