Who We Are

Cameron Trinity was formed in 1999 to offer our clients a fully integrated approach to tax and financial planning.

We are a firm of Independent Financial Advisers. We use the process of financial planning to provide our clients with intelligent advice. Our role is to help you organise and plan your finances so you can decide what you want out of life. Our aim is to put you in charge of your finances so that you can manage them with confidence and learn how to make good financial decisions.

The Director

Linda Hulls BA(Hons) CTA CFPtm Chartered FCSI FPFS

Linda is our technical and tax expert, having worked with the HM Revenue & Customs before joining a leading firm of accountants in Oxfordshire. She took over Cameron Trinity in 1999. Linda is an Associate of the Chartered Institute of Taxation and Chartered Tax Adviser, as well as a Fellow of the Chartered Institute of Securities and Investment (Chartered FCSI) and Certified Financial Planner (CFPtm).

The Chartered Institute for Securities & Investment

Brief History

The Chartered Institute for Securities & Investment (CISI) was formed in 1992 by London Stock Exchange practitioners. Today, it is the leading professional body for securities, investment, wealth and financial planning professionals, including financial planners. In 2016 the Institute of Financial Planning merged with CISI, and thereby introduced Certified Financial Planners to the Membership.

A Certified Financial Plannertm has been tested to ensure that they meet rigorous international competency, ethical and professional practice standards. CFP certification is the only globally recognised mark of professionalism for Financial Planners. In the UK there are many thousands of advisers, but only around a thousand of whom carry the CFP mark.

Certification Requirements:

Professional Qualification

  • CERTIFIED FINANCIAL PLANNERTM professionals have successfully completed a rigorous assessment which tests their knowledge and skills on key aspects of financial planning.
  • The CFPtm certification is not based on an exam, but is awarded on the successful presentation of a case study that tests the ability of the adviser to apply complex technical knowledge in the preparation of a financial plan
  • To become a Fellow the member needs to have completed 12 hours of rigorous financial planning examinations which require the application of technical knowledge to the preparation of personal and business financial plans under exam conditions.

Experience

  • CERTIFIED FINANCIAL PLANNERTM professionals must gain relevant financial planning-related experience before they can use the CFPTM certification mark.

Ethics

  • The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour.

Education

  • CFP professionals must complete 35 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 CFPTM designation is well prepared and qualified to give sound, professional Financial Planning advice.

© Copyright 2012 Cameron Trinity Ltd.
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