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Giles Wellington FPFS, CertPFS(DM)

Chartered Financial Planner




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;



Chartered Financial Planner

FPFS - Chartered Fellow Personal Finance Society

APFS - Personal Finance Society Advanced Diploma


AF3- Pension Planning

AF4 - Investment planning

AF5 - Financial Planning

AF7 - Pension Transfers

NSC - National Savings Certificate

PCIAM - Private Client Investment Advice & Management (CISI)


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


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!