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Fellow of the Personal Finance Society (Chartered Financial Planning)
1993-2019Later Life Advice
2014-2016Practitioner (PRINCE 2 )
2010-2010Investment Management Certificate
2009-2010Advanced Diploma in Financial Planning
Certificate in Discretionary Investment Management
Award in Pensions Update
Award in Long Term Care
Retirement Advice Standard - Accredited Adviser
Certificate for Financial Services (Trust & Estate Planning)
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