About the Business
I have held the full Financial Planning Certificate since 1996, the Financial Planning Diploma since 2008 and I am accredited in the internationally accepted ISO22222 benchmark for Personal Financial Planning. I subscribe to the UK regulatory body code of practice and hold a Statement of Professional Standing in good order. My membership of the international organisation MDRT recognises me as a member of their Top of the Table group (MDRT ToT). This is an exclusive forum for the world's most successful life insurance and financial services professionals.
MDRT state MDRT ToT members are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.
Location & Hours
5 Manfred Road
Putney, SW15 2RS
