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 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