Certified Financial Planner™

A CERTIFIED FINANCIAL PLANNER™ professional will put your needs and interests first at all times


Paul Gibson achieved CERTIFIED FINANCIAL PLANNER™ status in 2006 and has retained this designation every year since.

What's a CFP™ professional?

A CERTIFIED FINANCIAL PLANNER™ professional has the knowledge, skills and experience to help you to review all of your options so you can make informed decisions about what you want from life both now and in future. They've been tested to make sure they meet rigorous international competency, ethical and professional practice standards. This means that not only will you have peace of mind regarding the technical accuracy of their advice but also the integrity that underpins it. They’ll work with you to make sure you’re in control of your finances and achieve your life goals. The best financial planning results come from working with a CFP professional. When seeking objective, expert and trusted financial planning advice you should always look for those who carry the CFP™ mark.

CFP™ certification is the only globally recognised mark of professionalism for Financial Planners. CFP™ professionals are qualified at a level well above the minimum regulatory requirement (similar level to University degree). In the UK there are many thousands of advisers, but only around a thousand of which carry the CFP™ mark.

Certification Requirements:

Professional Qualification
CERTIFIED FINANCIAL PLANNER™ Professionals have successfully completed a rigorous assessment which tests their knowledge and skills on key aspects of financial planning.

CERTIFIED FINANCIAL PLANNER™ Professionals must gain relevant financial planning-related experience before they can use the CFP™ certification mark.

CFP™ Professionals must voluntarily ascribe to IFP's Code of Ethics and Practice standards. Those practitioners who violate the code can be disciplined, including permanent loss of the right to use the CFP™ designation.

CFP™ professionals must complete 50 hours of continuing professional development every year to stay current in financial planning knowledge, including ethics.
Compliance in these four areas means that an individual who holds the CFP™ designation is well prepared and qualified to give sound, professional Financial Planning advice.

Granite Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority | FCA No. 734432.
Registered in Scotland | Registered no. SC522812 | Registered address: Banchory Business Centre, Burn O’Bennie Road, Banchory, Aberdeenshire AB31 5ZU | Telephone: 01330 826544 | Email This email address is being protected from spambots. You need JavaScript enabled to view it.

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The general financial planning guidance provided in this website is based on our understanding of current law and HM Revenue & Customs practice, which are subject to change in the future. Whilst every effort is made to ensure the content of this website is correct, it does not constitute personal financial advice and Granite Financial Planning Ltd cannot accept any responsibility for it. There is a risk that investment returns may not achieve the desired result. Investments can go down as well as up. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Cookies are used on this website to record visitor numbers for analytics purposes.