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 on an ongoing basis. The specialist qualifications held reflect our main advice area - investment.
Steven Johnson is a Chartered Financial Planner and holds the following qualifications:
Investment Portfolio Management
Financial Planning Process
Personal Financial Planning
Corporate Financial Planning
Taxation & Trusts
Martyn Johnson is a member of the Personal Finance Society and has completed the CII Level 4 Diploma in Regulated Financial Planning. Martyn is also continuing to study towards Chartered Financial Planner status.
Exams are of course no substitute for experience.