What our customers say…

AF4 and AF5 – I wanted to drop you a quick note to let you know I have now passed my last exam ( ER1) and I now have reached Chartered! I just wanted to thank you and the Expert Pensions Team who have supported me throughout the journey. I genuinely don’t think I would have got through the AFs without you and I passed all of them on the first go as a result of the structured study programme and the F2F courses. So thank you and hope to see you at some point in the future

Caroline Duffy Executive Consultant Pensions Royal London Group

AF1, AF3 and AF7 – I just wanted to take the time to say thank you for all of your support over the last 18 months. In that time I’ve managed to get AF1, 3 and 7 with the help of the entire EP team.

Without a doubt I couldn’t have done it without the support and excellent study material you guys offer.

With those exams and credits I’ve now managed to achieve Chartered and Fellowship status with the CII!

Without a doubt I’ll continue to recommend the team at EP as an invaluable study partner for anyone else studying level 6 exams going forward.

Mark Davidson FPFS, Chartered Financial Planner at MD Paraplanning Ltd

AF7 – Just a wee email to say thank you to all at Expert Pensions for the support and excellent AF7 Structured Study Plan that you run.

I am not a “reader” – I like to get to the nitty gritty of things and fully understand processes, calculations, theories and applications and practical always works best for me ( along with nice pictures).

This structured study plan kept me focused and gave me a format to follow rather than trying to fit in two hours reading after work/walking the dog/doing the dishes – you know what I mean.

Thanks again for your support and excellent tools and I will definitely recommend you to anyone I know who needs a teacher…….

Fingers crossed until December.

Thanks again.

Claire Wright, Senior Advice Manager, Intelligent Pensions

LIBF PETR – Passed my PETR exam which I am so pleased about. Using the AF7 course material and online workshop alongside the LIBF course was a big plus for the exam technique – thanks for providing something that works!!

Emma Crocker, DipFA Operations and Compliance Officer at MDG Chartered Financial Planners

AF5 – Thought I should let you know how I got on………

Just got my result, with the help of your case study analysis, I passed the AF5 exam that I sat in April. That’s me now a Chartered Financial Planner!

Your analysis was good, the bulk of the material being examined on the day. It was a great help.

Thanks for your assistance and for your analysis being accurate! It was money well spent.

Evan Duffus​, Financial Planner, Acumen Financial Planning

AF1 – “You are brilliant and literally couldn’t have passed without the help on your site”.

Adam Payne DipFa, Financial Adviser I Thomas & Young Wealth Management I Chartered Financial Planners I Partner Practice of St. James’s Place Wealth Management

AF5 – “Fantastic support and material which provided a superb foundation to passing.”

Ashley Baker Prest Financial Planning

AF5 – “I love you guys! I am now chartered within a year of starting and it is all thanks to you! Could not recommend you guys more!”

Matthew Grime Blueprint Financial Services

AF5 – “As always, the EP team’s guidance was second to none. This was my fourth EP course and I have a 100% success rate when using the courses – can’t say better than that!”

Jade Taylor Business Development Manager

AF4 – “Invaluable help navigating the curriculum and setting a study plan. Cannot recommend EP highly enough. Useful to have some additional study notes for more RO exams as people need to gather points to reach chartered requirements”

Edward Pidcock