CHARTERED FINANCIAL PLANNERS &
CHARTERED INVESTMENT ADVISERS
Providing Expert Chartered Financial Planning & Chartered Investment Advice to High Net Worth Individuals, Families and Corporations
Advisers holding the globally recognised advanced Financial Planning Qualification ‘Certified Financial Planner’
Holders of the coveted Chartered Financial Planning designation. Gold standard for financial planning. Some of our advisers are fellows of the CII
Chartered Financial Adviser designations provided by the London Institute of Banking and Finance – formerly the Institute of Financial Services (IFS)
Chartered (MCSI) Investment Advisers with the Chartered Investments and Securities Institute in the UK, holding Masters level qualification in investment portfolio construction (unheard of amongst advisers working with non-UK residents)
”The fact is that if you need the very best in advanced Financial Advice, you need to bypass 90% of other Financial Advisers and go straight to a Chartered Financial Planner
Michael KnightGlobal Entrepreneur & UHNW Client
By high net worth individuals and corporations
Online meeting technology used in order to be able to work with clients across the globe
Advanced Financial Planning and Cash Flow Modelling tools used to empower our clients in understanding their financial planning in greater depth
Our advisers, and the firms that they are working within, are multi award winning