Our Principal, Steve Perera, has now become a Chartered Financial Planner, with effect from 1 July 2007.

This new title has only been available for just over 12 months and there are supposedly only approximately 1,000 such Chartered Financial Planners across the country.

Steve finally achieved this status following the passing of three further Chartered Insurance Institute examinations:

AF3 - Pension Planning

J04 - Pension Funding Options

J05 - Pension Income Options

Passing these exams also means that Steve has now been elected to Associateship of the Personal Finance Society.