Qualifications

• Associate Member of the Corporation of Insurance and Financial Advisers
• Member of the Chartered Insurance Institute
• Member of the Society of Mortgage Professionals
• Member of The Personal Finance Society
• Registered with the Society of Financial Advisers
• Certified in Financial Planning by the Chartered Insurance Institute
• Chartered Insurance Institute Accreditations in:
        Pensions (G60)
        Pensions Simplification (CF9)
        Mortgage Advice (Level 3)
        Lifetime Mortgage Activities (CF7)

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