Examination Success

We are delighted to announce that Alison Lane has qualified as a 'Chartered Financial Planner'.  This is the most widely accepted 'gold standard' qualification available for professional financial planner/financial advisers in the UK.  Only about 10% of Financial Advisers hold this title; those that do are the most qualified professionals in addition to having the best experience.

Further examination success has been attained by Managing Director, Ivan Lyons, who has now qualified as a 'Fellow & Chartered Financial Planner'.  This is the pinnacle qualification, held by less than 3% of Financial Advisers.

Congratulations to both!