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

Joe has been our trusted IFA since early 2017. He is extremely well informed and enables us to make calm, reasoned and sensible decisions with regard to all of our personal finances.

He is skilled at allowing us to become financially astute and allow us to live without anxiety about what happens with our money.

Joe continues to offer wise advice and support for which we are most grateful.

Mr R Porter