Iā€™m proud to be a Chartered Financial Planner. Iā€™ve achieved this by demonstrating that Iā€™ve met the strict qualifying criteria set by the Chartered Insurance Institute (CII).

Chartered is the ā€œgold standardā€ of financial planning and positions me among the UKā€™s leading planners.

Chartered Financial Planners must:

  • Meet rigorous criteria relating to professional qualifications and competence, demonstrating the highest levels of financial and technical knowledge
  • Regularly consolidate and update their knowledge and be committed to their continuous professional development
  • Adhere to ethical and best practice codes, following an industry Code of Ethics, which can be enforced through disciplinary sanctions.

To put it another way, when you use a Chartered Financial Planner, youā€™re dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases.

Only the UKā€™s premier financial planners qualify for Chartered status. By working with a Chartered Financial Planner, you can be confident that youā€™ll receive the best possible advice, service and support. This also means that your best interests are at the heart of everything I do.

I believe that the Chartered status brings a wealth of benefits to my clients. If you wish to know more about how working with a Chartered Financial Planner can benefit you, please do not hesitate to get in touch.

When I retired in May 2015, I approached Keith for guidance on pension planning as I had 5 pension policies that required to be merged into one pot. Keith gave good, clear and sensible advice in a professional and friendly manner; this was just what I needed to ensure that I had my future and that of my family safeguarded. Tom Dalkeith
An acquisition of capital through inheritance created a need for professional investment advice and management. After creating a suitable plan to suit my desired aspirations and risk level, over the past 18 years, Keith has constantly monitored the portfolio to my entire satisfaction, achieving the programmeā€™s aims. Such conscientiousness and integrity have enabled me to recommend him to others who have been similarly satisfied. Mary Edinburgh
My wife and I were looking to arrange finance for a project. We wanted to know if it was possible to raise finance in the UK to buy a property in Spain. After hours of searching online, we settled on arranging a meeting with Keith. He was knowledgeable, friendly and helpful. Keith was able to recommend not only product which exceeded our budget expectations, but he was also able to put us in touch with a lawyer who could help to make it all happen. We now have our dream home in the sun thanks to Keith, and we have continued to rely on him ever since. Kenny Telfer BSc (Hons) MRICS
Keith has provided his services to me since I retired some years ago. I have much appreciated his knowledge and interpretation of what can sometimes be bewildering financial matters. In particular, his meticulous preparation and delivery of information in a clear and concise manner has been of great benefit in our deliberations. I would have no hesitation in recommending his services. Jim Pettigrew
Reaching the age of 55, I needed help to sort out my pension; I contacted Keith through Unbiased.co.uk for financial advice. Keith then came to see me and guided me in detail about my future, finances, savings, etc. I found Keith very informative. I had pensions in multiple pots, and he explained the best options for me. His knowledge and expertise guided me to make the correct decisions for my future. He dealt with everything with ease. Personally, I could not have done this process without him. He has helped me reduce my debt, increase my savings and I look forward to working with him to reduce my mortgage. Yvonne Scott
We approached Keith because we discovered that our investments were no longer being handled in the way we expected, we had various pensions too and a couple of frozen ones. Keith came up with a plan that suited us both and gave us a bit of cash to spend. His approach was both friendly and professional and took place at our home at a time that was convenient for us, I wouldnā€™t hesitate to recommend his professional advice and services. Graeme & Laura Ferguson

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