Friar Gate is in an elite group of advice firms in the UK that have been awarded BS8577 certification, a financial planning standard that is assessed every year by Standards International.

Principal financial planner David Rouse is also highly qualified; he is a chartered financial planner, a fellow of the Personal Finance Society, ISO 22222 certified and holds the Investment Management Certificate.

Increasing awareness about ESG investing and social conscience has been high on Friar Gate’s agenda through 2022. It has established a connection with Rebel Energy, the UKs first 100% green energy provider with a social mission to end fuel poverty, which helps consumers generate their own energy through solar and battery technology. Clients have been encouraged to switch to help the planet and save money.

The staff and clients at Friar Gate are educated about financial abuse and kept up to date with information about unregulated ‘investment opportunities’ and scams.

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