Our Director and Financial Planner, Fotis, has worked in financial services for more than 20 years.
He specialises in working with families, retirees, business owners, widows and divorcees.
Highly qualified and highly recommended, Fotis’ passion is helping our clients to live the lifestyle they want, when they want, without worrying about money. That end goal, achieving financial peace of mind for our clients, is Fotis’ driving force.
Family is extremely important to Fotis. He lives in Petts Wood and is married to Faye. They have two young children. They enjoy days out and holidays with family and friends, making memories for their children. The family love visiting Suffolk and Norfolk here in the UK, as well as Spain and Fotis’ native Cyprus abroad.
Fotis is an avid football fan and a season ticket holder at Tottenham Hotspur. To keep fit, he enjoys jogging around Petts Wood a few times a week.
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Fotis’ entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Fotis’.
MAQ: Mortgage Advice Qualification – This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
R01: Financial Services, Regulation and Ethics – This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02: Investment Principles – This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03: Personal Taxation – This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04: Pensions and Retirement Planning – This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
CF3: Financial Protection – This examination assesses a knowledge and understanding of financial protection plans.
CF4: Retirement Planning – This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF6: Certificate in Mortgage Advice – This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
ER1: Equity Release – This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Stella manages all the administrative functions of the office, including arranging and preparing for meetings with clients.
Alison researches and writes all our reports, ensuring that our advice and recommendations are technically correct.
Elisabeth Burgess Jones, Chair of North London Hospice, London
A client since 2005
Deborah, Essex (now retired in Norfolk)
A client since 2006
A client since 2010
A client since 2015
Paul and Sian Stewart, Fords Management, Essex
Clients since 2007
Dennis and Coleen, London
Clients since 2014
Celia Stapleton, Kent
A client since 2013
A client since 2016
Peter, Petts Wood
A client since 2018
Thomas, Petts Wood
A client since 2007
If you want to learn more about our services or arrange an initial meeting, we’d love to hear from you. Fill in the below form and we’ll be in touch.
Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.