Qualifications

You can have confidence in the knowledge and guidance we can offer. Our principal Mr David Mulholland has recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

This is the industry’s gold standard for individuals and firms of financial planners.
It confirms that we have satisfied rigorous qualification criteria and membership conditions of the CII.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.

When you use a Chartered firm you are dealing with proven professionals.

David has passed the Advanced Diploma in Financial Planning, including several papers in Pensions, Investments, Mortgages, Taxation and Inheritance Tax planning. We are also members of the P.F.S(Personal Finance Society).
David has also been awarded the 2004 Regional Trophy by the C.I.I (Chartered Insurance Institute) for outstanding results in his AFPC exams.

Here is a list of our succesful awards:

APFS - Advanced Diploma in Financial Planning (CII) FPC - Financial Planning Certificate - Papers 1, 2 & 3 (CII) AFPC - Advanced Financial Planning Certificate (CII) CeMAP - Certificate in Mortgage Advice and Practice (IFS) G10 - Taxation and Trusts (CII) G60 - Pensions (CII) K10 - Retirement Options (CII) K20 - Pensions Investment Options (CII) J01 - Taxation (CII) J02 - Trusts (CII) CF9 - Pensions simplification (CII) MAQ - Mortgage Advice Qualification (CII) SV1 - Saving & Investment (CII) AF1 - Personal Tax & Trust Planning(CII) DipPFS - Personal Finance Society Diploma (PFS)

You may find the following useful: CUSTOMER COMMENTS

We provide not only expert advice, but also a full arrangement service.
All forms, applications are completed by us and we fully liase with lenders, providers, solicitors, accountants, surveyors and so on.

Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!

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To arrange a financial consultation please
TEL:01698 815006

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For advice on any of the above, Contact Us now.