Quentin's Qualifications

  • Chartered Wealth Manager
  • Chartered Financial Planner
  • Certified Financial Planner

Chartered Financial Planner

What does “Chartered” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

Certified Financial Planner

What does ‘Certified Financial Planner™’ mean?
The Certified Financial Planner (CFP) accreditation is recognised globally as the gold standard for financial planning professionals. It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.

Pension Transfer Specialist

What is a Pension Transfer Specialist?

A Pension Transfer Specialist is a Financial Adviser or Financial Planner who has gained additional, higher-level qualifications to provide advice on defined benefit and final salary pension transfers.

Quentin McCormick

Managing Director and Chartered Wealth Manager

I have more than 30 years’ experience in the financial planning sector and I’ve been advising clients since 1996. Many of my original clients are still with me all these years later, I even deal with the children and grandchildren of many clients.

I specialise in both intergenerational wealth planning and advising business owners.

These specialisations help me to make a real difference to people’s lives, not just their finances.

As the Managing Director, I spend my day looking after my valued clients as well as the ongoing management of the business. I’m an early starter and will often be in the office around 7:00 am.

The important stuff

Get to know Quentin

What do you enjoy most about your job?

Helping clients realise they have now gained financial freedom and then planning on how to cascade wealth through the generations.
What’s your idea of a perfect weekend?

Something active or outdoors; either sailing on a yacht, playing tennis or a round of golf. And of course, time with my wife and children.
What’s the most important thing you’ve learned doing your job?

To treat people equally and with respect. Take nothing for granted and never stop learning.
What three things are guaranteed to put a smile on your face?

Too many to mention; first ski run of the morning, sailing a fast yacht / dinghy, hitting a perfect golf shot, cross-court backhand topspin pass in tennis, Liverpool winning another Champions League, my children doing something that makes them happy and a smile on my wife’s face!
Have you won any awards for your work?

The 2011 “Star Achievement Award”
Where in the world have you never been but hope to get to visit one day?

French Polynesia.

Get in touch

Contact us below to join us for tea and biscuits with one of our friendly financial planners