Chartered Financial Planner

No Smart Suit Tricks Here - only a Chartered Financial Planner.

We have a saying at Roberts Clark: "a smart suit does not make you a decent financial adviser".  Go on, take a look at our videos and there is not a pin stripe in sight.

We are a family run firm of Chartered Financial Planners with both directors having worked for big firms, gave up 'the suits' and now offer expert financial advice to our clients in our own relaxed, unique and fixed fee only transparent way.

• Beware the suits with "alphabet spaghetti" qualifications - some may not be as qualified as you think - watch the video on this page.
• We also thought it helpful for you to understand the qualifications that our advisers have and of course to meet the experts that will help you.  
• DOWNLOAD Our Brochure - about us and our services
• DOWNLOAD Money MOT Service Brochure - ongoing services fact sheet – details about our ongoing Financial Advice services
• DOWNLOAD Client References Brochure - what professionals and clients think about us
• Winners 50+ Awards: Financial Adviser of the Year, Online IFA of the Year, Pensions/SIPP IFA of the Year (Financial Times Financial Adviser Life & Pensions Awards).

Financial Adviser Qualifications Explained: CII – Chartered Insurance Institute, IFS – School of Finance (Institute of Bankers), PFS - Personal Finance Society

Highest Qualified in the UK?  We are among the highest qualified independent financial advisers in the UK, if not the World.  We have worked hard to be professionally qualified in order to give our clients high quality financial advice. 

Do not settle for second best, only take financial advice from people who know what they are doing.  Taking poor financial advice from poor quality, commission hungry financial advisers and banks can be very costly.

Financial Adviser Qualifications

J.  Ashley Roberts-Clark ACII, FPFS, CeMAP, Cert MP & ER.  
Chartered Financial Planner

Entry Level Financial Adviser Qualifications (each equivalent to 'A' levels):

• FPC 1,2 and 3 – The Financial Planning Certificate - Papers 1, 2, and 3 (CII)
• CeMAP - Certificate in Mortgage Advice and Practice - Papers 1,2, and 3 (IFS)
• CF7 - Certificate in Financial Planning and Lifetime Mortgages Activities (CII)
• CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII)
• CF9 - Pensions Simplification (CII)
• HR1 - Home Reversion Plans (CII)
• Certificate in Equity Release - Certs CII (MP & ER) -  (CII)

Advanced Level Financial Adviser Qualifications (professions equivalent to First Class Honours Degrees):

Chartered Financial Planner (CII) - Highest membership level of Chartered Insurance Institute under its Royal Charter

ACII - Associate Chartered Insurance Institute - Highest Qualifications Level - Associateship - 12 Advanced Papers, Equivalent to 1st Class Hon.  Degree (CII) - advanced papers included:

• Introduction to Insurance
• English Law
• Pension Law and Taxation
• Pension Planning and Administration
• Life Assurance Law and Taxation
• Life Assurance Practice and Administration
• Property and Pecuniary Insurance
• Principles and Practice of Insurance
• Personal Investment and the Financial Services Industry
• Business Environment
• Economics
• Financial Aspects of Long Term Business

FPFS - Fellow, Highest membership level of Personal Finance Society, Equivalent to 1st Class Hon.  Degree with some credits gained from ACII papers (PFS)

• AFPC - Advanced Financial Planning Certificate  - 3 Advanced Papers (CII) - now called the Diploma + additional Advanced Examinations below
• G10 - Taxation and Trusts (CII)
• G20 - Personal Investment Planning (CII)
• G30 - Business Financial Planning (CII)
• G60 - Pensions (CII)
• H15 - Supervision and Sales Management (CII)

Joanne W.  Roberts-Clark APFS, CeMAP, Cert MP & ER.
Chartered Financial Planner

Entry Level Financial Adviser Qualifications (each equivalent to 'A' levels):

• FPC 1,2 and 3 – The Financial Planning Certificate - Papers 1, 2, and 3 (CII)
• CeMAP - Certificate in Mortgage Advice and Practice - Papers 1, 2, and 3 (IFS)
• CF7 - Certificate in Financial Planning and Lifetime Mortgages Activities (CII)
• CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII)
• CF9 - Pensions Simplification (CII)
• HR1 - Home Reversion Plans (CII)
• Certificate in Equity Release - Certs CII (MP & ER) - (CII)

Advanced Level Financial Adviser Qualifications (professions equivalent to First Class Honours Degree):

Chartered Financial Planner (CII) - Highest membership level of Chartered Insurance Institute under its Royal Charter

APFS - Associate, High Level membership of Personal Finance Society, Advanced Diploma Level (PFS) - Equivalent to 1st Class Hon.  Degree

• AFPC - Advanced Financial Planning Certificate - 3 Advanced Papers (CII) now called the Diploma + additional Advanced Examinations below
• G10 - Taxation and Trusts (CII)
• G20 - Personal Investment Planning (CII)
• G60 - Pensions (CII)
• H15 - Supervision and Sales Management (CII)

Speak to our award winning professionals and find out why our qualifications ensure we can help you make money, save money and get sound advice.

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