- ER1 Equity Release
- CeMAP Advanced Financial Planning in Mortgages
- Diploma in Regulated Financial Planning Level 4
- G10 Advanced Financial Planning Certificate in Taxation & Trusts
- K10 Advanced Financial Planning in Retirement Options
- SV1 Advanced Financial Planning in Savings & Investments
- AF4 Advanced Diploma in Investment Planning
- AF1 Advanced Diploma in Personal Tax and Trust Planning
- AF5 Advanced Diploma Financial Planning Process
Gianni is the MD of the practice and a senior Independent Financial Adviser with over 25 years experience in financial planning. Due to the above qualifications, Gianni has achieved the Diploma in Financial Planning as awarded by the Chartered Insurance Institute (CII) and the Advanced Diploma in Financial Planning. Gianni is a member of the Personal Finance Society and a Chartered Financial Planner.
“I love good films and good books, I want to play squash better but my mind says yes my body says no, ditto skiing! I’m a neat freak and exercise too much. I’m very proud of my marriage, children and building a business where I can give shares to my team.”
Contact Form