Financial Planning Certificate – FPC, 2000
Taxation & Trusts – G10, 2003
Personal Investment Planning – G20, 2003
Advanced Financial Planning Certificate– AFPC, 2004
Pension Planning – G60, 2004
Retirement Options – K10, 2004
Mortgage Advice Qualification – MAQ, 2005
Pensions – CF9, 2006
Pension Funding Options – J04, 2008
Personal Tax & Trusts Planning – AF1, 2008
Pension Income Options – J05, 2009
Chartered Financial Planner – APFS, 2009
Financial Planning Process – AF5, 2009
Financial Services, Regulation & Ethics – RO1, 2011
Fellow of the Personal Finance Society – FPFS, 2013
Pensions Update – R08, 2015
Pension Transfers – AF7, 2017
Financial Services, Regulation and Ethics – R01, 2013
Investment Principles and Risk – R02, 2013
Personal Taxation – R03, 2014
Pension and Retirement Planning – R04, 2014
Pension Income Options – R05, 2015
Financial Planning Advice – R06, 2015
Investment Planning – AF4, 2017
Pension Transfers – AF7, 2020
Retirement Income Planning – AF8, 2020
Pension Income Options – JO5, 2021
Financial Planning Process – AF5, 2021
Retirement Income Planning – AF8, 2022
Discretionary Investment Management – J10, 2022
Chartered Financial Planner – APFS, 2022
Equity Release -ER1, 2023
Awarded Advanced Diploma in Regulated Financial Planning
Financial Services, Regulation and Ethics – R01, 2014
Financial Protection – R05, 2014
Investment Principles and Risk – R02, 2015
Pensions and Retirement Planning – R04, 2015
Personal Taxation – R03, 2016
Financial Planning Advice – R06, 2016
Pensions Update – R08, 2017
Pension Transfers – AF7, 2018
Pension Income Updates – J05, 2019
Senior Management & Supervision – AF6, 2022
Chartered Financial Planner - APFS, 2022
Awarded Advanced Diploma in Regulated Financial Planning
Financial Services, Regulation and Ethics – R01, 2018
Investment Principles and Risk – R02, 2018
Personal Taxation – R03, 2019
Pension and Retirement Planning – R04, 2019
Pension Income Options – R05, 2019
Financial Planning Advice – R06, 2019
Discretionary Investment Management – J10, 2020
Investment Planning – AF4, 2020
Securities Advice and Dealing – J12, 2021
Pension Transfers – AF7, 2021
Pension Income Options – J05, 2021
Personal Tax & Trust Planning – AF1, 2021
Trusts – J02, 2021
Financial Planning Process – AF5, 2022
Retirement Income Planning – AF8, 2022
Awarded Advanced Diploma in Regulated Financial Planning
Life Office Administration – FA1
Pension Administration – FA2
Pensions and Retirement Planning - R04, 2022
Financial Services, Regulation and Ethics – R01
Financial Protection – R05
Investment Principles and Risk – R02
Personal Taxation - R03
Pensions and Retirement Planning – R04
Financial Planning Practice - R06
Financial Services, Regulation and Ethics – R01
Investment Principles & Risk – R02
Financial Protection – R03
CIPD Level 3 Human Resources – 2019
Financial Services, Regulation and Ethics – R01, 2019
Investment Principles and Risk – R02, 2021
Pensions and Retirement Planning – R05, 2021
Financial Services, Regulation and Ethics – R01, 2021
Financial Protection – R05, 2022