About us

In 2005 the Privy Council established the title Chartered Financial Planners (CFPs)  to raise the Standard of UK Financial Planning. CFPs are the best – the most highly qualified in the UK.

Low Awareness of potential Financial Disasters


Millions of people are not aware of the value, the necessity even, of using CFPs.
 This results in disasters such as the recent ‘Unsuitable Pension Transfers’. The Financial Conduct Authority has contacted 1,600 financial planning companies about an estimated £2 billion loss to ordinary folk !

About us – Our Mission

To help raise the Standard of UK Financial Planning by promoting  ONLY  companies with CFPs on staff.
Chartered Financial Planners are the proven professionals.



Equity Release Concerns

Amount of UK Equity Release in 2018 was £3,940,000,000(£3.94 Billion)….a 29% increase year-on-year. 
Ignore the D. Telegraph £multi -million saturation advertising promoting ONLY Responsible  Equity Release. 
Responsible  Equity Release  has NO CFP expertise .This company claims 300,000 clients!

Financial Planning Concerns

Ignore the D. Telegraph £multi -million saturation advertising promoting ONLY St James Place (SJP).
 SJP manages over £100,000,000,000 of investors’ funds. SJP have 4,096 advisers /partners. 
Only  96 % of these 4,096 adviser partnerships have  NO Chartered Financial Planners’ Expertise. 
A mere 169 adviser partnerships employing 218 CFPs to look after £100 billion! That is £458,000,000 per CFP! Compare SJP’s 218 CFPs with our ‘smaller CFP companies database ‘ of 2,000+ CFPs & you can see where the Financial Planning expertise really lies.

Our Principal


Peter Dodds – Bristol & English Universities  Tennis & Rugby colours, Hons. degree Chemistry & Maths. 
His skill is Advertising Media Planning, 4 years Ogilvy Mather London & Melbourne, established Independent Media Buying Services in London, Melbourne, Sydney & Stockholm.

Our Aims for Investors

To provide investors with the UK’s  TOP Financial Planning advice – that of CFPs.
To provide investors with the convenient, simple Perfect Search results.  

Our Aims for CFP Companies
Build your brand with Low cost advertising in a Perfect Qualitative  Environment.
Serious wealth & CFPs  to become synonymous
Investors need to know about the expertise of your CFPs!

Billions of UK Financial Planning every year lacks the oversight & expertise  of your CFPs!


Especially Equity Release , Pension Drawdown & Financial Planning.

Change this!

Joining us!