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FTSE 250
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FTSE 350
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Meet Tammie McSherry APFS

  •  
    +44 (0)121 788 4588

    Tammie McSherry APFS
    Technical Director

    Tammie has worked in Financial Services for over 12 years.  Starting her career in adviser support and an administration role she quickly realised that she enjoyed the analytical and technical side of the profession. She attained her Certificate in Financial Planning quickly and then followed with her Diploma in Financial Planning. Tammie quickly progressed to the role of Senior Paraplanner providing high level technical support to advisers.  

    Continuing her exams to ensure her knowledge is current, Tammie has now attained the Advanced Diploma in Financial Planning and is an Associate of the Personal Finance Society. In 2014 Tammie qualified with the prestigious title of Chartered Financial Planner.

    Tammie's interests include spending time with family and friends, going to the theatre, reading and keeping fit.

  • Qualifications

    Diploma and Certificates Achieved :
    Certificate in Financial Planning – 2006
    Diploma in Financial Planning – 2009
    Advanced Diploma in Financial Planning - 2014
    Chartered Financial Planner - 2014

    Main Qualifications Awarded :
    CF1 UK Financial Services, Regulations & Ethics
    CF2 Investment and Risk
    CF3 Financial Protection
    CF4 Retirement Planning
    CF5 Integrated Financial Planning
    J01 Personal Tax
    J06 Investment Principles, Markets and Environment
    J04 Pension Funding Options
    J05 Pension Income Options
    J02 Trusts - Pass with Distinction
    AF1 Personal and Trust Planning
    AF3 Pension Planning
    J03 Tax and Legal Aspects of Business - Pass with Distinction
    AF2 Business Financial Planning
    AF5 Financial Planning Process

    Professional Membership :
    Associate Member of the Personal Finance Society
    Associate Member of Chartered Insurance Institute