• Holds the Advanced Financial Planning Certificate
• Holds the Certificate in Mortgage Advice
• Holds the CII Lifetime Mortgages Qualification
• Holds the CII Savings and Investment Qualification
• Holds the CII Long Term Care Qualification
• Holds the Certificate in Equity Release
• Holds the G60 Pensions Qualification
• Is a Member of the Personal Finance Society at Diploma Level
• Is a Member of the Chartered Insurance Institute
• Is fully authorised to advise on all areas of financial planning

Graham J Westhall BSc (Hons) ACIB DIP PFS

• Holds the Financial Planning Certificate
• Degree in Financial Services
• Is a member of the Personal Finance Society at Diploma Level
• Holds the Certificate in Mortgage Advice
• Is an associate member of the IFS School of Finance
• Holds the Certificate in Equity Release
• Presenter for the "FSA Financial Capability in the Workplace" programme

Sue Keaty

• Holds the Financial Planning Certificate
• Holds the Mortgage Advice Qualification
• Is a member of the Personal Finance Society
• Holds the CII Savings and Investment Qualification
• Holds the CII Long Term Care Qualification
• Holds the CII Lifetime Mortgages Qualification

John Stewart

• Holds the Financial Planning Certificate
• Holds the Mortgage Advice Qualification
• Holds the CII Savings and Investment Qualification
• Holds the CII Long Term Care Qualification
• Holds the CII Lifetime Mortgages Qualification

Simon Searl

• Holds the Financial Planning Certificate
• Holds the Certificate in Mortgage Advice and Practice Qualification
• Holds the CII Savings and Investment Qualification
• Holds the CII Long Term Care Qualification
• Holds the CII Lifetime Mortgages Qualification
• Is a member of the Personal Finance Society

David Jones

• Holds the Financial Planning Certificate
• Is a member of the Personal Finance Society

Stuart Southworth

• Holds the Financial Planning Certificate
• Is a member of the Personal Finance Society

Rod Clayton-Smith

• Holds the Financial Planning Certificate
• Is a member of the Personal Finance Society

Why Qualifications Matter

Although all IFAs need to be qualified, without certain additional examinations, they are unable to advise on or arrange policies in the following areas:

Pension Transfers

• these require the G60 or equivalent exam

 

Lifetime Mortgages

• if the adviser was not deemed competent on "M-Day" then they need the additional qualification

 

Long Term Care

• requires an additional qualification before October 2006

 

Discretionary Portfolio Management

• to offer this service the IFA must have the G70 qualification or its equivalent

 

 

You can find out more about our qualifications here