We have a wide variety of investment clients with differing needs and our work entails advisory investment portfolio management - that is to say constructing a plan to meet client needs and monitoring and adjusting same on an ongoing basis. The specialist qualifications held reflect our main advice area - investment.
Steven Johnson holds the following advanced qualifications issued by the Chartered Insurance Institute (CII):
Investment Portfolio Managment
Personal Financial Planning
Corporate Financial Planning
Taxation & Trusts
Pensions
Our paraplanner, Jan Hirons, has also passed her professional examination.
