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.

Fellow of the PFS

What does ‘Fellow of the PFS’ mean?

Simon is a Fellow of the Personal Finance Society (PFS). Fellowship is the highest designation awarded by the PFS. Completion of the Fellowship programme shows that an individual has attained and maintained the most prestigious level of professional financial planning achievement.

Chartered Institute For Securities & Investment

What is the CISI?
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the London Stock Exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.

Simon Richards

Paraplanner

I previously worked as a contractor in financial services projects for various financial institutions. My intention has always been to work on behalf of clients, with their best interests in mind which is why moving into this role was a natural progression.

My daily duties include drafting and writing recommendations for investment reports. I specialise in cashflow analysis and portfolio analysis.

Get to know Simon

What do you enjoy most about your job?

Adding value and insight.
What’s your idea of a perfect weekend?

Doing something memorable.
Where in the world can you not wait to get back to again?

Cote d’Azur.
Where in the world have you never been but hope to get to visit one day?

So many places, there’s lots to see still!
What’s the most important thing you’ve learned doing your job?

Avoid presumptions and assumptions.
What three things are guaranteed to put a smile on your face?

Success, happiness and love.

Get in touch


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