Jamie Watson Allan

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Jamie is a qualified member of the Personal Finance Society (PFS) and has demonstrated his commitment to professional standards. He is also a Fellow of the Personal Finance Society – the highest designation awarded by the PFS.

Certificate in Life and Pensions

The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

CII Level 3 Certificate in Financial Planning and Lifetime Mortgage Activities

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

CII Level 4 Diploma in Financial Planning

This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

CII Level 3 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.

CII Level 3 Award in Long Term Care Insurance

This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

CII Level 6 Advanced Diploma in Financial Planning

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