Russell Vaughan
Qualifications
-
Chartered Financial Planner Status advanced level 6
-
Diploma in Financial Planning
-
Certificate in Financial Planning
-
Certificate in Mortgage Advice
-
G10 Taxation and Trusts
-
G20 Personal Investment Planning
-
AF3 – Pension Planning
-
AF5 The Financial Planning Process
-
SV1 Saving and Investments
-
ER1 Equity Release
-
RO1 Financial Services, Regulation and Ethics
-
RO2 Investment Principles
-
RO4 Pensions and Retirement Planning
-
RO5 Financial Protection
-
RO8 Pensions Update
-
CF8 Certificate in Financial Planning and Long-Term Care Insurance.
-
CeMAP
-
CEFA 1, 2 & 3
At Work
Russell has been guiding and advising clients on all areas of financial planning over the last 20 years. He specialises in helping clients with estate planning, retirement and investment planning needs.
Russell can help clients make the most of their resources pre-retirement, at retirement and passing resources to future beneficiaries.
Russell works with high net worth clients, professionals, executives, self-employed and company directors helping with their financial planning needs.
At Home
Russell is married to Helen, they have two children.
Russell has a keen interest in most sports both watching and occasionally playing!
He supports his hometown football team Portsmouth and loves watching live cricket.
At weekends he is a keen gardener, and takes his son to his Rugby matches and his daughter to her Athletics meets.
He also enjoys hiking, playing Tennis and walking the family Border Collie Pippa.
Important Information
All UK financial advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Russell’s.
