Steven Walker

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 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.