PFS Associate firm
Chartered Financial Planner
Certificate in Advanced Mortgage Advice
Joshua Gerstler and Andy Turner both hold the Certificate in Advanced Mortgage Advice qualification. Awarded by the Chartered Insurance Institute (CII), the level 4 Certificate in Advanced Mortgage Advice goes above and beyond the Financial Conduct Authority’s minimum qualification requirements, enabling mortgage advisers to expand their advice capabilities to the highest possible level and advise clients with complex needs and circumstances.
Joshua Gerstler is also a Chartered Accountant, although no longer practising.
The title “Chartered Accountant” and the letters ACA or FCA indicate that a person has undertaken a minimum of three years in-depth training, passed a series of rigorous examinations in financial management, auditing, business strategy and taxation, and committed to continuing professional development to keep their skills up to date.