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Certified Financial Planners

The Global Standard of Excellence in Financial Planning

Stuart and Jo have both achieved the Certified Financial Planner TM qualification.

CFPTM certification is the only globally recognised mark of excellence in Financial Planning and is awarded by the CISI to recognise members that have met rigorous ethics, experience, competence and professional practice standards to deliver effective personal Financial Planning services.

If you want the confidence of knowing we can change your future for the better by the quality of the service we provide, having this qualification indicates, with our professional judgement, we can make a difference.

This qualification is only awarded to individuals who successfully complete initial and ongoing certification requirements and sets Stuart and Jo apart as leading Financial Planners in the UK and globally.

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Client testimonials

The professionalism of SDB speaks for itself. Throughout our long relationship with the firm we have been helped at every stage to plan realistically and sensibly. The quality of the advice is clear to us now, in that the plans, once distant, are now becoming a reality.- IW & JW, Cheshire
I have been a very satisfied client since 1983, throughout which time I have received excellent service. I trust the Company implicitly and take great comfort in knowing my financial matters are being managed in the best possible way, meaning I never have to worry- SEG, St Helens, Merseyside