Chartered Associate
Edward is a Chartered financial planner, which means you’re dealing with the highest level of technical and professional knowledge and competence when advising your business.
Society of Mortgages
Associate firms voluntarily demonstrate the adoption of the professional standards set by the Society of Mortgage Professionals, enabling them to stand tall behind a culture that places clients and staff at its head.
Pension Transfer Gold Standard
The Gold Standard is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles.
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