Congratulations to Peter Davies, now a Chartered Financial Planner and Fellow of the Personal Finance Society

Following a long period of intense study, Director Peter Davies has been awarded the ultimate accolade within our industry, earning the title Chartered Financial Planner & Fellow of the Personal Finance Society.

Of 30,000 memebers of the PFS less than 2,900 hold this advanced level qualification. It emphasises Peter’s commitment to upholding and delivering consistently the highest quality Financial Planning advice to Clients.

All of the staff want to congratulate Peter, who has been studying hard for and has now passed over 20 professional exams since 1994. An amazing achievement whilst working full time looking after his Clients, meeting his duties as one of the forms Directors and raising a family!

Peter’s new title is Chartered FPFS, CertsCII (MP&ER)

If you are looking for advice from a highly qualified and experienced financial planner,  contact Peter to arrange a meeting.


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