Our accreditations
Accredited financial planning firm
As one of less than 70 Accredited firms in the UK, we demonstrate excellence in everything we do and are recognised as one of the most trusted financial planning firms in the country. We deliver a comprehensive financial planning service, helping clients achieve their life goals.
Certified Financial Planner
This certification is recognised globally as the gold standard for financial planning professionals. It demonstrates that Gavin has the necessary skills to build trust and help clients in an increasingly complex advice world. This gives you increased confidence that he can help you meet your life goals.
Chartered Financial Planner
Gavin is one of only a handful of people in the UK qualified as a Certified and Chartered financial planner. As a Chartered Financial Planner, Gavin has satisfied rigorous criteria relating to professional qualifications and ethical good practice.
Member of the Institute for
Financial Wellbeing
As a member of this non-profit membership organisation, Gavin aims to improve his clients’ financial wellbeing by helping them become happier and more fulfilled, not just wealthier.
VouchedFor Top Rated Adviser
The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback. Gavin’s Top Rated Adviser status on VouchedFor is evidence of the high regard he’s held in by clients just like you.
To learn more, please visit our blog post all about our inclusion by clicking here.
Our latest client survey results are in