Archive for the ‘Professional partners’ Category


What it means to be a Chartered Financial Planner

Posted by jeremy

The Chartered Insurance Institute (CII) introduced the ‘Chartered Financial Planner’ qualification in 2006. The institute recognised that seeking financial advice can be a daunting process – especially when it comes to finding a financial planner you trust to act in your best interests and provide unbiased advice. Where you see their symbol, you know the financial advice you receive will be independent, professional, and regulated by the Financial Services Authority’s strict guidelines.

Professional Financial Advice

To receive ‘Chartered’ status, individual financial planners undertake years of in-depth study to achieve the CII’s Advanced Diploma in Financial Planning, one of the highest level exams a Financial Planner can take. The qualification is designed to test knowledge, ability and ethical conduct in all areas of advice. As well as gaining this qualification, Chartered Financial Planners must also have five years of relevant industry experience and three years of Continuing Professional Development (CPD). Read full post


Our NEW website is now live!

Posted by jeremy

We’re delighted to announce that we have launched our new website.

Our Marketing team were briefed to create an easy to navigate, simple to use website that would reflect our core values – they have truly delivered and we’re thrilled with the results.

Our NEW website is now live!

Our site parallels our commitment to providing professional advice and personable service. We understand that speaking about your finances and planning for your financial future may be daunting, which is why we invite our clients to come in for a cup of tea and a chat in a relaxed and welcoming environment. We’ve tried to capture and reflect this theme across our new website.

At the Professional Financial Centre, we believe in working as a team which is why we have utilised some of the many talents of Helen White. Her unique images can be seen throughout the site and she will be a regular contributor to our blog, keeping us updated of her recent work.

We invite you to have a look around our site, provide feedback or pop in to chat with us over a cuppa.


Accredited by the Society of Later Life Advisers (SOLLA)

Posted by abbie

We’re pleased to announce that Kirsten has attained her Later Life Adviser Accreditation (LLAA), having proven her professional commitment to the area of Later Life advice. Active Retirement

Who are SOLLA?

SOLLA aims to assist consumers and their families in finding trusted accredited financial advisers who understand their needs. Founded in 2008 as a not for profit organisation, SOLLA was established to meet the need of consumers, advisers and those who provide financial products and services to the Later Life market. Its aim is to ensure that consumers are better informed about the financial issues of later life and can find an Accredited Adviser.

Read full post


Our Chartered Financial Planner status

Posted by abbie

I am delighted to announce that we have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

The CII is empowered by the Privy Council to award this status. The award is only made in exceptional cases, with under 300 firms nationwide who have received the designation to date. Read full post


Maintaining our professional standards

Posted by kirsten

We are proud to be longstanding members of the Institute of Financial Planning (IFP), which is largely considered the professional body for Financial Planners and Paraplanners. The core objective of the institute is to raise the professionalism of financial services and as a result, consumers can be sure that when they are working with a planner who is an IFP member, they are committed to maintaining the highest professional standards. Read full post