Advanced Investment Planning

I'm feeling very pleased with myself this morning as I've just passed an Advanced exam on Investment Planning! Why do we keep taking exams? The reason is the same as for dentists that take additional exams or consistently go on courses, I know they're doing whatever they can to be the best dentists they can be.

At Essential Money, we want to be the best Financial Advisers we can be - part of that involves CPD, and taking regular exams proves we do have the knowledge required to advise our clients on significant areas of their finances.

Chartered status is the pinnacle for the financial planning professional and clients of Essential Money should be re-assured that as a Director of the firm I am a Chartered Financial Planner. Read what Chartered status means

Thomas Dickson