Placing us amongst the uk's leading financial professionals


We recognise that, in order to deliver the best advice to our clients, we must have a high level of technical knowledge.

For that reason, we are proud to say that our advice is delivered by someone who is both a Chartered Financial Planner and a Certified Financial Planner.

Our Financial Planner, Matthew Aitchison, has achieved both Chartered (CII) and Certified (CISI) status. These accreditations place him amongst the UK’s leading financial professionals.

By working with a Financial Planner who is both Chartered and Certified, you can rest assured that you are working with a highly-qualified professional who has demonstrated their technical skill and practical knowledge through rigorous assessment and demonstration.

Chartered Financial Planner

Chartered status is the ultimate symbol of professionalism. To secure Chartered status, financial professionals must demonstrate:

  • The highest levels of technical knowledge through professional qualifications
  • A commitment to the ongoing development of our skills and knowledge
  • An adherence to ethical conduct

This means that you can be confident you will receive the best possible advice, service and support.

Certified Financial Planner

To achieve Certified status, financial professionals must complete the requirements set out by the Chartered Institute of Securities and Investment (CISI). This means individuals must demonstrate:

  • Education. They must master theoretical and practical financial planning knowledge by completing a comprehensive course of study.
  • Experience. They must meet relevant work experience standards to ensure they possess financial counselling skills in addition to financial planning knowledge.
  • Examination. They must pass the CISI’s Financial Planning & Advice examination which assesses their ability to apply integrated financial planning knowledge to real world client situations.
  • Ethics. They must agree to abide by the CISI’s strict Code of Conduct which defines their ethical responsibilities to the public, clients and employers.