Steve Pine

Steve has been awarded individual Chartered status by the Chartered Insurance Institute (CII). This is considered the “gold standard” financial planning accreditation.

Chartered status is a symbol of Steve’s technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

The Certified Financial Planner (CFP) accreditation is recognised globally as the gold standard for financial planning professionals.
It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.

Steve has completed the Personal Finance Society (PFS) Fellowship programme, making him an official Fellow of the PFS. This means he has demonstrated an exceptional level of financial planning achievement, evidence of his commitment to professional development and a commitment to the CII’s code of ethics.

CISI Chartered FCSI (Financial Planning)

Chartered Fellow (Financial Planning) is a CISI membership grade which is recognised globally as the gold standard for financial planning professionals.

AdvDipIP (Advanced Diploma in Financial Planning)

This qualification enables professional advisers to develop specialist planning capabilities, covering topics like: personal tax and trust, business financial, pension and investment planning.

CII Advanced Financial Planning Certificate

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

CF8 (Certificate in Financial Planning and Long-Term Care Insurance)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

CeMAP (Certificate in Mortgage Advice and Practice)

The industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. You will attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.

Cert CII (ER) (Certificate in Equity Release)

The level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

CII Financial Planning Certificate

A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

STEP Certificate for Financial Services – Trusts and Estate Planning

This qualification is a collaboration between STEP and CLT International (CLTI). This Certificate bridges the divide between solicitors and financial advisers, enabling those in financial services to work more effectively with other professionals