How to verify these qualifications. This page sets out what I'm qualified in, what each qualification requires, and how you can verify it independently, starting with the CISI's own public register.
Professional qualifications: Chartered Member, Chartered Institute for Securities & Investment (verify on the CISI member directory); UK Level 4 Diploma in Financial Advice.
Regulatory status: This site is educational only and gives no advice. Any advice is given only through Neba Private Clients, after a full fact-find and under a signed client agreement.
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Educational only, not advice. James Spence is a Partner, Family Office and Private Client Adviser, with Neba Private Clients. This website is published for general educational information only. Nothing on it is an advertisement, an offer, a recommendation or personal financial, tax or legal advice, and it should not be relied on as such. Tax rules depend on individual circumstances and may change. The value of investments can fall as well as rise. Case studies are hypothetical or anonymised composites and do not describe real clients or predict outcomes. Advice is only given after a full fact-find, under a signed client agreement with Neba Private Clients. Not directed at persons in any jurisdiction where its publication would be unlawful, including the United Kingdom.
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