Credentials

Awards, Recognition & Qualifications

Awards & Recognition

  • Money Management Financial Planner of the Year — Overall Winner (1997)
  • Money Management Income Protection Planner of the Year — Winner (1999)
  • Planned Savings IFA of the Year (Personal Financial Planning) — Winner (1999)
Featured on:
Simply Money The Money Channel Bloomberg TV CNBC BBC Radio 4 National Press

Professional Qualifications

  • Chartered Financial Planner
  • Chartered Fellow (CISI)
  • Certified Financial Planner (CFP®)
  • Fellow (PFS)
  • BA (Hons) Financial Services — 1st Class Honours, University Medal