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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 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