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Giles Wellington FPFS certs CII (DM)

Chartered Financial Planner

Principal

 

 

Giles has been working in the financial services industry since 1986 and has been an Independent Financial Adviser since 1999. In recent years Giles has specialised in wealth and investment management within the personal and corporate arena and is a Pension Transfer Specialist.

 

He is a member of the Personal Finance Society (PFS) and holds the following professional qualifications;

 

Fellowship

Chartered Financial Planner

FPFS - Chartered Fellow Personal Finance Society

APFS - Personal Finance Society Advanced Diploma

 

AF3- Pension Planning

AF4 - Investment planning

AF5 Financial Planning

PCIAM - Private Client Investment Advice & Management (CISI)

AF7  - Pension Transfers

NSC - National Savings Certificate

 

J01 - Personal tax

J04 - Pension funding options

JO5 - Pension and income options

J06 - Investment principles, markets and environment

J08 - Financial planning practice

J10 - Discretionary Investment Management

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R01 - Financial Services, Regulation and Ethics

RO5 - Financial Protection

RO8 - Update to Pensions

 

 CF8 Long Term Care Insurance

Financial Planning Certificate 1, 2 and 3 (CII)

Giles lives in Bournemouth. Having played many sports with varying levels of success age now restricts him to mainly spectating! He’s an avid supporter of the England Cricket team and follows them around the world whenever work allows!