Examples of investable or liquid assets include but aren’t limited to cash savings, pension funds, and money held in investment accounts or ISAs.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
APFS Associate Member of the Personal Finance Society
APFS is a designation awarded by the Chartered Insurance Institute (CII) to those who have completed the Advanced Diploma in Financial Planning. It reflects a high level of technical expertise and a commitment to professional standards, ethics, and ongoing development.
VouchedFor Top Rated Adviser 2023-2025
To achieve Top Rated status, advisers must have 10 or more recent reviews, an overall rating of 4.5 or higher, and have passed all VouchedFor’s verification checks.