Over the past several years we have entered the annual Money Management Financial Planner for the Year Awards - considered to be the OSCARS of the financial services profession. Winners will have submitted a number of in depth case studies followed by a rigorous cross examination by a panel of professional experts.

Managing Director, Dennis Hall has also been awarded Chartered Financial Planner status.

In addition to these prestigious awards our team has garnered an array of professional qualifications, enabling us to provide our clients advice across a wide range of matters. the more specialist qualifications are listed below:–

G10 - Taxation & Trusts - A core specialism that covers taxation issues and an understanding Trusts.

G20 - Personal Portfolio Planning - a precursor to G70.

G60 - Pensions - A specialist pension qualification that is required to be able to advise on pension transfer matters.

G70 - Investment Portfolio Management - Qualifies the holder to undertake Discretionary Portfolio Management (subject to authorisation)

CF6 & CF7 - Mortgages and Lifetime Mortgages - the latter allows in particular the holder to advise on equity release mortgages.

CF8 - Long Term Care - Dealing with the issues of funding for people requiring long term care such as in residential and nursing homes.

CF9 - Pension Simplification - understanding the changes to the pension regime post April 2006

Huge thanks from Stephen and I for your extremely valuable advice which we will now pursue. We were really inspired after our meeting and just wish we'd met you years ago!

Sophie Stewart - London