Qualifications

“We are increasing the standards of qualification that financial advisers have to meet to ensure their knowledge is up to date”
– FSA Consumer Guide

At LWM we have built a team of highly experienced industry professionals with over eighty years combined experience.  We communicate our knowledge and advice in such a way that you will fully understand our recommendations.

As financial planners we believe in the importance of continued professional development. These qualifications demonstrate our expertise and technical skills in Financial Planning to both clients and peers alike.

We look to build on these qualifications through meetings and seminars with fund managers and respected industry experts to ensure that we continue to provide the best level of service to our clients.

Below are the current qualifications for members of the team at LWM (including some additional qualifications!):

Paul Berry, Director & Financial Consultant

Diploma in Financial Planning

The Diploma in Financial Planning develops advanced technical knowledge and understanding across a broad range of key advisory areas. It meets the standards required for those giving professional advice on retail investment products beyond 2012.

Additional qualifications: Scouting Badges including Forestry Activity

Nicola McKissick, Director & Financial Consultant

Diploma for Financial Advisers

The DipFA® is a benchmark qualification that meets the standards required for those giving professional advice on retail investment products.

Additional qualifications: Gymnastics Level 3, 800 meters swimming badge and basic food hygiene certificate

George Ladds, Director & Compliance Officer

Diploma in Insurance

The Diploma in Insurance is a technical and supervisory qualification for insurance staff working across all sectors of the industry. It provides a firm grounding in insurance fundamentals.

Additional qualifications: Grade 4 Music Theory, Grade 3 Tenor Horn