Our Qualifications

Our highly qualified advisory team carry a wide range experience, skills, and specialist knowledge.  Below is a list of each advisor's Professional Qualifications.  

If you would like to independently verify our advisers and their qualifications you may do so by visiting CII Member Search where you can search for financial advisers by name.  We encourage you to read our testimonials page too. 

Ivan Lyons FPFS, Fellow & Chartered Financial Planner, Managing Director

Certificate:

  • CFP (formerly FPC) - Certificate in Financial Planning
  • CeMAP - Certificate in Mortgage Advice & Practice 
  • CF2 - Investment & Risk
  • CF6 - Mortgage Advice

Diploma:

  • J01 - Personal Tax 
  • J04 - Pension Funding Options 
  • J05 - Pension Income Options 
  • J10 - Discretionary Investment Management
  • J11 - Wrap & Platform Services
  • PMI - Trustee Pensions Knowledge 

Advanced Diploma:

  • G10 - Taxation & Trusts 
  • G20 - Personal Investment Planning 
  • K10 - Retirement Options 
  • K20 - Pension Investment Options 
  • AF5 - Advanced Financial Planning Process 

Specialist:

  • CF8 - Long Term Care Planning 
  • ER1 - Equity Release Specialist

David Connor, AFPS, Chartered Financial Planner,                      Chartered MCSI, Director

Certificate:

  • CFP (formerly FPC) - Certificate in Financial Planning

Diploma:

  • R01 - Financial Services, Regulation & Ethics
  • R02 - Investment Principles & Risk
  • R03 - Personal Taxation
  • R04 Pensions and Retirement Planning 
  • J08 - Financial Planning Practice
  • CF6 - Mortgage Advice
  • J10 - Discretionary Investment Management
  • Certificate in Discretionary Investment Management

ADVANCED:

  • CISI Level 6 Certificate in Private Client Investment Advice & Management
  • AF4 - Investment Planning
  • AF5 - Advanced Financial Planning Process
  • AF6 - Senior Management and Supervision

Specialist:

  • ER1 - Equity Release
  • CF8 - Long Term Care

Angus Willson APFS, Chartered Financial Planner

CERTIFICATE:

  • CFP (formerly FPC) - Certificate in Financial Planning
  • MAQ - Mortgage Advice Qualification

DIPLOMA:

  • J01 - Personal Tax
  • J04 - Pension Funding Options
  • J05 - Pension Income Options
  • J06-  Investment Principles, Markets and Environment
  • J08- Financial Planning Practice

ADVANCED DIPLOMA:

  • AF3 - Pension Planning
  • AF4 – Investment Planning
  • AF2 - Business Financial Planning
  • AF5 - Advanced Financial Planning Process

Jan Kinghorn APFS, Chartered Financial Planner & Investment Research Manager

Certificate:

  • CFP (formerly FPC) - Certificate in Financial Planning

Diploma:

  • J01 - Personal Tax 
  • J02 - Trusts
  • J04 - Pension Funding Options 
  • J05 - Pension Income Options 
  • R02 - Investment Principles & Risk

Advanced Diploma:

  • AF1 - Personal Tax & Trusts Planning
  • AF4 - Investment Principles & Risk
  • AF5 - Advanced Financial Planning Process
  • CISI Level 6 Certificate of Private Client Investment Advice and Management

Specialist:

  • CF8 - Long Term Care Planning
  • CF9 - Pension Simplification
  • STEP Society of Trust & Estate Practitioners Certificate for Financial Services (Trusts & Estate Planning)

Alison Lane BSc (Hons) APFS, Chartered Financial Planner

CERTIFICATE:

  • CFP (formerly FPC) - Certificate in Financial Planning
  • CeMap - Certificate in Mortgage Advice & Practice

DIPLOMA:

  • RO2 - Investment Principles & Risk
  • RO3 - Personal Taxation
  • RO4 - Pensions and Retirement Planning
  • JO8 - Financial Planning Practice

ADVANCED DIPLOMA:

  • AF1 - Personal Tax & Trusts Planning
  • AF5 - Financial Planning Process
  • AF4 - Investment Planning

alane@graftonhouse.net

                                                                                 SPECIALIST:

  • CF8 - Long Term Care                              

Mark Lloyd DipPFS, Senior Financial Adviser

CERTIFICATE:

  • CFP (formerly FPC) - Certificate in Financial Planning

DIPLOMA:

  • R01 - Financial Services, Regulation & Ethics
  • RO2 - Investment Principles & Risk
  • RO4 - Pensions and Retirement Planning
  • RO5 - Financial Protection
  • RO6 - Financial Planning Practice

SPECIALIST:

  • ER1 - Equity Release
  • CF6 - Mortgage Advice