One of a Few to Become a Chartered and Listed Specialist

Posted by siteadmin on Friday 24th of June 2016.

Dominic Andersen, director of Scottsdale MoneyWISE has become one of the UK’s few financial advisers to formally graduate as a Chartered Financial Planner, and to be officially listed as a Later Life Specialist Adviser.

Becoming chartered and a listed specialist means studying five substantial modules and two smaller ones. These are topped off with seven exams. Achieving chartered status is higher than industry benchmark accreditation levels for quality of service and expertise, but becoming a listed specialist is beyond even chartered requirements.

“Balancing my full-time directorship at Scottsdale MoneyWISE with my family and studying was tricky. Although I’m relieved it’s over, it was well worth it,” said Dominic.

“We’re incredibly proud of him. There aren’t many advisers of this calibre in the UK, let alone in Milton Keynes,” added Mike Wilson, managing director and long-standing colleague of Dominic’s.

The graduation ceremony was a national affair and took place at the CII (Chartered Insurance Institute) in London.

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.