Accreditations
Our Chartered status means we offer the highest standards of professionalism
Chartered status is a prestigious mark of excellence in the financial planning industry.
To achieve it, we must maintain the highest standards of technical expertise, ethics, and professional development. Simply put, it’s about putting your best interests ahead of profits or business growth.
We are continually improving our knowledge and business practices
Chartered status isn’t just a badge – it’s an ongoing commitment to maintain our high standards.
Our advisers are always seeking to improve their technical expertise. This means they can give you the most suitable advice to help you achieve your goals.
Further qualifications
Both Graham and Stuart are members of STEP.
STEP, the Society of Trust and Estate Practitioners is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Full STEP members are internationally recognised as experts in their field, with proven qualifications and experience.
Graham Hubbard is a Fellow of CISI & Certified Financial Planner. This is a symbol of having met the highest professional standards of financial planning, the CISI’s rigorous ethics, experience, competence and professional practice standards.
To achieve Certified status, Graham has proven he has the highest level of technical knowledge through professional qualifications, a commitment to the ongoing development of personal skills and knowledge and a strict adherence to ethical conduct.
Stuart is a member and is Level 4 Investment Management Certificate (IMC) qualified through the CFA UK. CFA UK qualifications are developed by investors, for investors, they nuture and grow talent with robust qualifications.
