| Qualifications | |
| IFS | Certificate for Financial Advisers |
| IFS | Certificate in Mortgage Advice and Practice |
| IFS | Certificate of Regulated General Insurance |
| R01 | Financial Services, Regulations and Ethics |
| J01 | Personal Tax |
| J04 | Pension Funding Options |
| J05 | Pension Retirement Options |
| J06 | Investment Principles, Market and Environments |
Telephone: +44 (0) 1268 749 880