Our director Joe Froud is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

Achieving Chartered status is the ‘gold standard’ in Financial Planning. This means that Joe has achieved the highest level of qualification available through the Personal Finance society. It also means that he has made a commitment to ongoing development of his skills and knowledge and adheres to an ethical code of conduct.

In addition to the standard Diploma level qualification, Joe has successfully passed through Advanced Diploma examinations in many areas such as Taxation, Pensions, Investments and Financial Planning.

By working with a Chartered Financial Planner you can be confident that you will receive the best possible advice, with your interests genuinely at heart.

We strongly recommend that you take the time to understand the qualifications of the adviser you are working with. More letters after their name does not necessarily mean that a higher level of qualification has been attained!

What our clients say

Joe immediately put me at ease with his friendly and approachable manner. I trust Joe and his advice, and am confident that our retirement is in safe hands.

I look forward to my annual review meetings, but I also know that Joe is at the end of a phone (or an email) if I have any concerns in the meantime.

I would have no hesitation in recommending Joe to anyone.

Mrs S Quinlan