Rebecca AldridgeGemma Murden and Tina Winter are Chartered Financial Planners.

This prestigious accreditation is equivalent to a degree and only awarded to financial advisers with substantial qualifications and experience.

Click below to discover more about how working with a Chartered Financial Planner can benefit you.

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Tina Winter is a Master of Life Planning and a Registered Life Planner. All of our other planners have attended extensive life planning training with the globally recognised Kinder Institute of Life Planning.

That means they have been trained to uncover your deepest and most enduring values and objectives, before then building a bespoke financial plan.

The Kinder Institute’s training emphasises that what’s really important isn’t your money, it’s your life.

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Our Managing Director, Rebecca Aldridge and our Operations Manager, Laura Dean hold the globally recognised Certified Financial Planner accreditation.

This degree level qualification is earned through meeting rigorous education, examination, experience and ethics standards.

Click below to understand how Rebecca and Laura’s Certified status improves the outcomes for our clients.

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