What do you look for in a financial planner? Competency, knowledge and a commitment to professionalism? Someone that’s ethical and always acts in your best interest?
These are precisely the qualities embodied by the Chartered status that our Director, Sarah Hogan, holds. As a Chartered Financial Planner, she has demonstrated the highest levels of technical expertise and knowledge, as well as a commitment to professional development.
Chartered status is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services.
We’re proud of what we’ve achieved as a company, and this is reflected in the numerous award wins and nominations we’ve received over the years. We’re particularly proud of Sarah’s recognitions, including three wins at the Women in Financial Advice Awards and being named one of the Top 20 Female Financial Advisers in the UK by the Financial Times. She continues to pave the way for women in this profession, and we hope there are many more to come!