Adviser qualifications …


The company's founder and managing director, Miles Moseley, also a qualified civil engineer, has over twenty five years experience in the financial services industry, and has been a regular contributor to the Financial Times weekend Money Surgery section* and Money Marketing Broker Reviews. 





He holds the following qualifications:- 

Miles has always tried to "keep ahead of the game" and gained the current benchmark qualification (FPC) in 1993 with the AFPC in 1995. He became a Certified Financial Planner in 2000 and a Chartered Wealth Manager in 2015. 

The Financial Services Authority (FSA) have brought in additional requirements for those advisers wishing to practise after 1st January 2013, the minimum being a "Level 4" qualification. Miles achieved this in 2011.

*You may read a recent Financial Times article on line by clicking here.

**The CFP Licence is Financial Planning’s highest qualification and has become the most widely recognised Financial Planning credential in the world. Held by over 85,000 Licensees in 12 countries (currently around 500 in the UK) it requires a combination of experience, examinations, ongoing educational activity and ethical behaviour.

***Prior to the merger of the LIA and SOFA to form the PFS was Fellow of the Life Insurance Association by diploma (FLIA (dip)) and Member of the Society of Financial Advisers (MSFA).






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