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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’ve know Pete Cassar a number of years now and have always found him to be a polite and respectful person. His straight forward approach to helping me with my finances has been second to none. 

 

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Personal Clients