News

We are really pleased to announce that Shaun Dixon has been awarded the much coveted Chartered Financial Planner title by the Chartered Insurance Institute (CII).

Chartered status is only bestowed on those at the peak of the financial advice profession. The qualification criteria include passing CII examinations to the equivalent of first-degree level, having relevant experience, abiding by a comprehensive Code of Ethics & Conduct and committing to a programme of continuous professional development.

Chartered status is the gold standard for the finance profession so we are extremely proud of Shaun being awarded the title. It is testimony to a career-long commitment to providing a professional service to his clients. Shaun is the first Chartered Financial Planner in the county.