Ross Mackie

This qualification enables professional advisers to develop specialist planning capabilities and covers topics like personal tax and trust, business financial, pension and investment planning.

The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

This certificate satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

A Chartered Financial Planner is a professional who has achieved one of the highest levels of qualification in the financial planning industry.

Awarded by the Chartered Insurance Institute (CII), Chartered status is a mark of technical expertise, ethical conduct, and a strong commitment to putting clients first. It’s widely recognised as the gold standard for financial planners in the UK.

To become Chartered, a planner must:

• Complete advanced professional qualifications

• Commit to ongoing training and development

• Follow a strict code of ethics and professional standards

In short, working with a Chartered Financial Planner means you’re working with someone who’s gone above and beyond to demonstrate their knowledge, integrity, and dedication to helping clients achieve their financial goals.