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Adam El Ouafi

Chartered Financial Planner

Chartered Financial Planner

What does “Chartered Financial Planner” mean?
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

View Adam’s...

Qualifications FCA Register entry

Qualifications

  • CII Level 3 Certificate in Investment Operations

    The Level 3 Certificate in Investment Operations provides essential knowledge and skills for those working in a range of administrative and operational investment roles.

  • AdvDipIP (Advanced Diploma in Financial Planning)

    This qualification enables professional advisers to develop specialist planning capabilities, covers topics such as: personal tax and trust, business financial, pension and investment planning.

  • CII Level 3 Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

  • CII Level 3 Certificate in Financial Services (General Route)

    This route develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.

  • DipPFS (Diploma in Financial Planning)

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • CII Level 4 Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

When Adam’s at work

Adam joined PIA in September 2020 after graduating from university and studying up to a master’s level proficiency. Since joining, Adam has gained valuable industry experience across various roles. He has achieved the Diploma in Regulated Financial Planning and is has now achieved Chartered Status.

When Adam’s at home

Away from the workplace, Adam enjoys spending time with family and friends. He is passionate about football and has played since the age of nine, representing various local and county teams. Outside of the football season, Adam is a fair-weather golfer.

We asked Adam

What’s the best piece of advice you’ve ever received?

You never fail until you stop trying.

What three things do you love most about your job?

Building meaningful relationships, helping clients achieve their financial goals and making a difference to people’s lives.

Where is your favourite location in the world?

Marrakech.

What’s a talent or skill you possess that not many people know about?

I’m an amazing singer… in the shower!

Your story

A professional or company owner

Close to retiring

Enjoying retirement years

Passing on wealth

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PIA Wealth Management is a trading style of Professional Independent Advisers Limited is authorised and regulated by the Financial Conduct Authority. FCA Register No: 125921. Registered in England and Wales. Registration No: 2598631. Registered Office: Hayward Court, 2b Tettenhall Road, Wolverhampton, WV1 4SF.

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