Christine Moreton FPFS

Chartered Paraplanner

Christine is a Chartered Paraplanner. She has worked in Financial Services since 1997 and joined Sovereign Asset Management in 2014. Christine is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

Christine holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Paraplanners must hold Advanced papers from the CII. Christine holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Pension planning
  • Investment planning
  • Financial planning process.