Russell Vaughan

Director and Chartered Financial Planner


  • 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

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

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.

On an ideal weekend, you can find me:

Walking my Border Collie Pippa, doing a spot of gardening and perhaps watching a Cricket or football match.

My favourite holiday destination is:

Sydney, Australia.

My favourite song to play in the car is:

Tears For Fears- “Everybody wants to Rule the World”

The first album I bought was:

Duran Duran “Decade”

If I could be any fictional character, I would be:

Phileas Fogg

If I could turn any activity into an Olympic sport, I would win a medal in:

Lawn Mowing

When the dessert menu arrives, I’m looking for:

The Cheese board

The three qualities that draw me to new people are:

Honesty, humility, confidence

The best gift I’ve ever received is:

Tickets to the Ashes in Australia

The three small things that make my day better are:

Nice Coffee, a good walk, sunshine

The three people at my dream dinner party would be:

Shane Warne, Ian Botham and Ben Stokes

How can we help you?

For more information on how we can help you, and to take the next step in planning your ideal financial future, contact us using the direct messaging box on the right, or via our email or telephone contact details below.