We are pleased to announce that Dan Woodruff is now a Chartered Wealth Manager (Chartered MCSI). The Chartered Wealth Manager qualification is awarded by the Chartered Institute for Securities and Investment (CISI), which Dan became a member of following its recent merger with the Institute of Financial Planning (IFP).

The Chartered Wealth Manager qualification is awarded to senior members of the Financial Planning profession, and is broadly equivalent to a post-graduate degree. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management. To be able to hold this qualification also requires the demonstration of rigorous ethical standards.

This qualification supports our work with clients on Investment Management.

Dan is also a Certified Financial Planner (CFP), which is the top qualification for Financial Planning worldwide. He previously trained to be a solicitor, and holds a degree in law (LLB) and the Diploma in Legal Practice (LPC).

Read more about our key staff here.

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