Accreditations & awards
Chartered Financial Planner Firm
Chartered status is the most widely recognised ‘gold standard’ qualification available for professional financial planners, carrying equivalent qualifications to other established professions such as Chartered Accountants and Chartered Surveyors. It equates to a Bachelor’s Degree; but most importantly, it demonstrates our personal commitment to excellence and professionalism in everything we do, ensuring we provide you with:
- Ethical guidance, based around your needs and requirements
- Competent and knowledgeable advice
- Service and support of the highest quality
Bucks SME Business Awards 2020
We have been shortlisted in not one, but two categories for the SME Buckinghamshire Business Awards 2020: Community Business of the Year and Employer of the Year. The winners will be announced in February 2020
New Model Adviser, Top 100 firm
Every year, New Model Adviser, the magazine for professional financial planners, creates a list of its top 100 Independent Financial Advice (IFA) firms.
With nearly 14,000 IFAs in the UK, we are delighted to feature in this list.
Certified Financial Planner
Tony holds the Certified Financial Planner (CFP) certification, awarded by the Chartered Institute for Securities & Investment (CISI). It’s only awarded to financial planners who’ve completed a detailed assessment of their skills and knowledge and demonstrated that they’ve got the right experience, education and ethical approach.
Chartered Wealth Manager
Tony is a Chartered Wealth Manager which is awarded by the Chartered Institute for Securities and Investment. It is the mark of an up to date, experienced and qualified financial sector professional.
Tony is a member of Resolution, an organisation of 6,500 professionals in England and Wales. Members believe in a constructive, non-confrontational approach to family law matters. Resolution also campaigns for improvements to the family justice system.
Society of Will Writers
Tony is a member of The Society of Will Writers. This is a non-profit making self- regulatory organisation which seeks to protect the public and serve the interests of active professionals in the field of will writing.
Bucks SME Business Awards – Winner 2018: Milton Keynes Business of the Year
These awards celebrate the achievements of local businesses in the Milton Keynes and Buckinghamshire area. The Business of the Year award recognises those businesses which demonstrate their exceptional approach to all aspects of running a successful SME.
MK Business Achievement Awards 2019: Finalist for Entrepreneur of the Year
Now in its 6th year, these awards celebrate the fantastic businesses from across Milton Keynes. The 2019 awards were themed around Skills and Education, and was attended by 700 guests.
Tony is a member of SOLLA, an organisation which helps people to find trusted accredited financial advisers who understand financial needs in later life. A well-qualified financial adviser who is also somebody who understands the plans you need to make for your retirement years.
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YOUR INDEPENDENT FINANCIAL ADVISER
Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.
Call us today on 01908 523740 or use the form to request a callback.
The sooner you start planning with us, the sooner you can be living your dreams.