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Management Team
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Justin Moorhouse
Chief Executive Officer
Tax Planning, Wealth Protection & Financial Planning
Examinations
From the
The Chartered Insurance Institute (UK)
International Certificate for Financial Advisers
HM Inspector of Taxes (UK)
HMIT internal examinations
Qualifications
BTEC Business & Finance Diploma
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Gary Cane
Managing Director
Wealth Management, Financial Planning
Examinations
From the
The Chartered Insurance Institute (UK)
Levels
FP1
FP2
International Certificate for Financial Advisers
CF2
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Claire Fielding
Director Finance and Administration
Corporate Structuring
Accounting, taxation
Examinations
Association of Accounting Technicians
Association of Chartered and Certified
Accountants
Levels
NVQ Business Administration level I
NVQ Business Administration level II
AAT
ACCA part 1
ACCA part 2
The Chartered Insurance Institute (UK)
Award in Financial Planning
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