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Various issues threaten family budgets. Although the recent national Budget softened the original formula, child benefit will still be reduced or stopped altogether for many middle-income families.

Holistic financial planning looks at the income and capital you have now, and how best to use this to ensure that your lifetime financial objectives become a reality.

The ‘Chartered Financial Planner’ qualification was introduced in 2006 to create a new standard for financial advice that is independent, professional, and regulated by strict guidelines.

This is the industry’s gold standard for firms of independent financial advisers. It confirms that we have satisfied the rigorous qualification criteria by retaining highly-qualified advisers and staff who subscribe to the membership conditions of the professional body, the CII.