Our director Joe Froud is a level 7 Certified Financial Planner CFP™ with the Chartered Institute for Securities and Investment. In addition he is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
This means that Joe has achieved the highest level of qualification available with both of our two main professional bodies. It also means that he has made a commitment to ongoing development of his skills and knowledge and adheres to ethical codes of conduct.
Joe has successfully passed through Advanced examinations in many areas such as Taxation, Pensions, Investments and Financial Planning.
By working with a Chartered and Certified Financial Planner CFP™ you can be confident that you will receive the best possible advice.
What our clients say
Mr S RandallJoe has really made a huge difference. We now have a strategy and a plan that I understand. He expertly guided us through our financial review and provided the information and advice that means we have now planned the years ahead.