| Qualifications | |
| FPC 1,2, and 3 | Financial Planning Certificate |
| CF9 | Pension Simplification |
| CF8 | Long Term Care |
| CF7 | Equity Release |
| CEMAP | Mortgage Advice |
| JO6 | Investment principles, markets and enviroments |
| IMC | Investment Management Certificate |
| J01 | (Distinction) - Personal Taxation |
| J04 | Pension Funding |
| J05 | Retirement Options |
| AF3 | Advanced Pension Planning |
Diploma in Financial Planning |
Telephone: +44 (0) 1268 749 880