Welcome to Projovi Wealth Consulting

The team at Projovi Wealth Consulting's attention to service and detail has made us an industry leader. With a wide range of products and services to choose from, you're sure to find exactly what you're looking for within regulatory financial consulting. If you require assistance, our qualified staff will provide you with expert guidance. We're looking forward to working with you!

Our team are qualified Chartered Financial Planners holding Chartered and Fellowship membership of the Personal Financial Society (part of the Chartered Insurance Institute). The qualifications and experience we hold are listed below and can be verified by the regulatory body if required by visiting https://www.cii.co.uk/web/app/membersearch/MemberSearch.aspx.

Professional Qualifications and standings our team hold:

Fellowship of Chartered Insurance Institute (CII) – Diploma QCF Level 7
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Diploma in Regulated Financial Planning
Certificate in Securities Advice & Dealing
Certificate in Discretionary Investment Management
Certificate in Life & Pensions
Certificate in Mortgage Advice
Certificate in Advanced Mortgage Advice
Certificate in Equity Release
Certificate in Financial Planning

R01 - Financial Services Regulation & Ethics 
R02 - Investment Principles & Risk   
R03 - Personal Taxation      
R04 - Pensions & Retirement Planning  
R05 - Financial Protection      
R06 - Financial Planning Practice    
R07 - Advanced Mortgage Advice
R08 - Pension update
CF6 - Mortgage Advice
ER1 - Equity Release
J10 - Discretionary Portfolio Management  
J12 - Securities Advice & Dealing     
G60 - Advanced Pension Planning   
AF1 - Advanced Personal Tax & Trust Planning
AF4 - Advanced Investment Planning
AF5 - Advanced Financial Planning Process
AF6 - Senior Management and Supervision
AF7 - Advanced Pension Transfers
AF8 - Advanced Retirement Income Planning     
MSI (member of the securities and stock-broking institute)

IAQ levels 1 – 3 Securities (CISI)
PRINCE 2 Project management (Axelos)

U.S. Securities & Exchange Commission - Series 7 - USA Equities