Personal Finance Society members who have obtained qualified status are now able to display their commitment to professional standards through a dedicated Qualified member logo. 

The Personal Finance Society is committed to its purpose of building public trust in the profession. The Qualified member logo allows members to effectively demonstrate their knowledge and expertise.

Independent Financial Adviser/Advisor – Chartered Financial Planner – Based in Petersfield – Covering Hampshire, Surrey & Sussex



Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE


Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE


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