The FCA has set a minimum standard of qualification that must be met by all financial advisers. This means that advisers now have to be qualified at Level 4 or above of the Qualifications and Credit Framework (equivalent to the first year of a university degree). Advisers must also ensure that their knowledge is kept up to date through attaining a minimum of 35 hours of accredited Continual Professional Development (CPD) per annum.

Professional advisers also need to obtain an annual Statement of Professional Standing (SPS), which is based on their qualifications and CPD.

All of our advisers are qualified to at least level 4 and have up to date SPS. Please feel free to ask your adviser to show you their qualifications and SPS.