Financial Planning

Adviser Qualifications

Qualifications of financial advisers vary considerably, as does their experience.  By clicking on the following links and following the instructions you will gain access to information on qualifications from both the Chartered Insurance Institute and the Institute of Financial Planning.

For the Chartered Insurance Institute, click on the link below. This will take you to a list of advisers and by clicking on the "?" in the right hand column you will be taken to a full description of Adviser qualifications as issued by the Institute. By clicking on the "view details" button against Stuart Jefferies' name you will also be able to access his profile with the CII.

Chartered Insurance Insititute

For the Institute of Financial Planning, click on the link below then scroll down to the section on qualifications.

Institute of Financial Planning

Use the link below to get to Stuart's entry on the IFP site.

Institute of Financial Planning Profile

The Society of Trust and Estate Practitioners website can be found by following the following link

Society of Trust and Estate Practitioners

Stuart's personal profile can be checked at STEP Profile

Information on the Society of Later Life Advisers can be found at:

www.societyoflaterlifeadvisers.co.uk/

 

Anyone looking for financial planning advice would expect their adviser to be competent and the current base level for being judged so in terms of technical knowledge is the Diploma in Financial Planning, issued by the Chardered Insurance Insititute, or similar level four qualifications.

Qualifications are important as a measure of demonsrating a degree of competence, but what is more important is that you feel comfortable with your adviser and can trust their judgement and the recomendations that they make.

Good financial planning is about being able to understand objectives and see the bigger picture, understanding what other disciplines can bring to the table and helping clients to see what the real issues facing them are and how to best manage them.



Money Management Financial Planner of the Year Awards 2010. Winner, investment companies planner. Runner-up, multi manager planner.