Our People

Anthony has been a qualified Independent Financial Adviser since 2001, achieving Chartered status in 2016 with the Chartered Insurance Institute (CII).

Advanced Qualifications:
AF5 - Financial Planning Process
AF3 - Pension Planning Specialist
ACII - Associateship Examination (CII)
BA(Hons) - Business Studies

Other Qualifications:
CF7 - Certificate in Financial Planning and Lifetime Mortgages Activities (CII)
CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII)
MAQ - Mortgage Advice Qualification (CII)
JO5 - Pension Income Options
Dip PFS - Personal Finance Society Diploma (PFS)
JO3 - Tax & Legal Aspects of Business
RO6 - Financial Planning Practice