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Accreditations
There are few decisions in retirement as important as your choice of adviser, particularly if you want consistent advice for your family for the rest of your life. Top tier qualifications should be an essential part of that decision.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Vouchedfor Top Rated Adviser
VouchedFor is the UK’s leading independent review site for financial planners and advisers, mortgage brokers, accountants and solicitors. Top Rated status is awarded to professionals who are fully verified, have ten or more reviews, and an average rating of 4.5 stars or more. Our managing partner, Peter Ditchburn, has been Top Rated on VouchedFor every year since 2019.
Later Life Adviser Accreditation
Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the Gold Standard for those advising in the later-life market. In addition to being a stand-alone award, it is also the basis of membership of the Society of Later Life Advisers (SOLLA).
Managing partner Peter Ditchburn is an accredited member of SOLLA.
CISI
The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour. Attaining full Member status indicates a high level of knowledge in financial services as well as a commitment to the principles of professionalism, integrity and excellence. It is both a sign of achieving a higher level financial qualification, and of a desire for professional development.
Financial Vulnerability Charter
As a signatory to the Financial Vulnerability Charter, we have designed all our processes around the belief that we will all, at some point, encounter vulnerable circumstances. We support and accommodate our clients to navigate these challenging times.
Mike and Eve
Clients since 2010
Peter understands that totally, goes along with it, and advises knowing how we both feel, and he's been great.
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Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
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Jamie Kyte, Chartered Financial Planner
You're going to be dealing with someone who's been doing this day in, day out...
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Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
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Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
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Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
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