About Us

Tristan Renfree FPFS, DipPFS (DM), Certs CII (MP&ER) is a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 30 years experience in providing financial advice to individuals and businesses.

He holds the highest possible qualification within the Chartered Insurance Institute’s framework for a financial adviser, which is the Advanced Diploma in Financial Planning to Fellowship level via the following examinations:

Chartered Insurance Institute (CII):

AF1 Advanced Diploma – Personal Tax and Trust Planning.

AF3 Advanced Diploma – Pension Planning.

AF4 Advanced Diploma – Investment Planning.

AF5 Advanced Diploma – Financial Planning Process.

JO2 Diploma – Trusts

JO5 Diploma – Pension Income Options

JO6 Diploma – Investment Principles, Markets and Environment

J10 Diploma – Discretionary Investment Management

RO1 Diploma – Financial Services, Regulation and Ethics

RO3 Diploma – Personal Taxation

RO4 Diploma – Pensions and Retirement Planning

RO5 Certificate – Financial Protection

ER1 Certificate – Equity Release

CF8 Certificate – Long Term Care

Financial Planning Certificates 1, 2 & 3,

Institute of Financial Services (IFS):

Certificate in Mortgage Advice and Practice (CeMap)

He is also a member of the Personal Finance Society and the Mortgage Professionals Society.

We believe that the best principles of building long term relationships with clients are via one to one contact, jargon free explanations, a comprehensive, holistic approach to planning and ongoing support and reviews – a ‘cradle to grave’ service.