The Chesterton House Financial Planning Team are extremely proud to have been approved as an Accredited Financial Planning FirmTM by The Institute of Financial Planning. Below is a copy of the Press Release announcing our achievement.
Chesterton House Financial Planning Ltd, the leading firm of Financial Planners based in Loughborough, Leicestershire is delighted to announce that it has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM. IFP is the professional body for Financial Planners in the UK. It only awards this title to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to their clients.
To successfully meet the criteria for approval, Chesterton House Financial Planning Ltd has had to demonstrate that it provides a comprehensive Financial Planning service for clients as well as having a clear cost or fee structure. The firm also had to demonstrate commitment to the IFP’s Code of Ethics and Practice Standards as well as having appropriately trained and qualified staff. All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and at least 50% of registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNERCM professional, or equivalent. Very few Financial Planning firms in the UK meet these exacting standards.
Andy Jervis, CFPCM Director of Chesterton House Financial Planning Limited comments: “Our whole team at Chesterton House are delighted to have achieved this powerful recognition of our commitment to professionalism and outstanding client service. Our clients expect the highest standards of advice and service as we work with them to plan their finances so that they can achieve their goals in life. We're proud to deliver a service which they value and which has now been externally recognised too. We are the first, and currently the only, firm both in Leicestershire and in East Sussex, to have achieved this Accreditation.”
When looking for professional Financial Planning firms in the UK, consumers should look for Accredited Financial Planning Firms as the hallmark of quality, and to find the services of CERTIFIED FINANCIAL PLANNERCM professionals, the only globally recognised standard of professionalism for Financial Planners. When seeking objective, expert and trusted Financial Planning advice, consumers should always look for the CFP mark.
If you would like to know more about Accreditation, please click here to go to the IFP's website.