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Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Professional Credentials

Our advisors currently hold the FCA Statement of Professional Standing with The Chartered Insurance Institute (CII).

Statement of Professional Standing Ginny Kooner 

Statement of Professional Standind Pete Cassar

 

 

 

What our customers say

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I run a successful company and turned to Pete for our pensions auto enrolment. This was completed on time and in budget. As a result he now manages my SIPP. He explained pensions in a simple way to staff and. We meet twice a year or as required to do my review.

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