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Keith Cawdell MBA FCMI
APFS AIFP AHEA
Chartered Financial Planner †
Keith has been in practice for
more than 25 years, is a Chartered Financial Planner and a Fellow
of the Chartered
Management Institute.
He is Chairman of the Andover Group of Companies and offers
a comprehensive service to his clients and is happy to work
in conjunction with his
clients and other professional advisers.
He
is an Examiner and External Tutor for the Chartered Insurance
Institute and a Senior Lecturer in Accounting and Finance
at
the University of Bedfordshire’s Business School. Keith’s MBA in Developing Businesses, which he obtained with
a distinction, provides a platform for the provision of innovative
thinking and solutions for client’s financial planning needs.
JULIET GAYFORD
BSc (Hons) Open, Post Graduate Certificate in Social Sciences
(Open) Diploma in Environment and Development (Open), Certificate
Chartered Insurance Institute; Cert PFS, MAQ.
Juliet completed
her Financial Planning Certificate in 1999 and graduated from
the Open University in 2001 having studied Human Geography.
Subsequently she adopted the role of Financial Paraplanner
with a specialist interest in ethical and socially responsible
investments.
Juliet has worked within the Andover Group of Companies since 1986
JOYCE BODDEY
Joyce joined the Andover Group of Companies in 1990 and oversees
our Administration and Compliance Services.
Joyce
was one of the first in the country to complete the Financial Administration
Foundation Certificate in both Life and Pensions.
† Cert
PFS is the benchmark qualification for financial advisers reflecting
the commercial realities of the market.
The completion of the Certificate in Financial Planning satisfies
the entry requirements for the next qualification, the Diploma
in Financial Planning
The Diploma in Financial Planning is a qualification building on
existing knowledge gained through as the FPC and develops advanced
technical knowledge and understanding across a broad range of key
advisory areas.
Introduced
in 2006, the individual ‘Chartered Financial Planner’ title
is now held by almost 2,000 advisers, making it the premier title
for financial advice professionals.
Chartered
status helps elevate holders to the same public standing enjoyed
by other
Chartered professions. Further reinforcing clients’ belief
and conviction in the professionalism and ethical credibility
of the holder.
The title is available to members carrying on business as providers
of financial planning advice, or related activities, to individuals
or corporate entities who meet the following criteria:
• Hold
the Advanced Diploma in Financial Planning
•
Have five years’ relevant industry experience (not necessarily
post-qualification)
•
Adhere to the CII’s Code of Ethics and Conduct
•
Demonstrate three years’ existing Continuing Professional Development
(CPD) and commit to maintaining this activity
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