Communicating Chartered status - Chartered Financial Planners

Chartered Financial Planning - example press release

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COLCHESTER FINANCIAL ADVISER ACHIEVES CHARTERED STATUS

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to ABC Financial Advisers Ltd, one of Colchester’s leading providers of financial advice.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.

ABC Financial Advisers Ltd specialises in providing advice on all types of investment and life assurance for individuals and businesses. The firm also acts as a mortgage broker.

A Smith, managing director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for his company: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”

To date, less than 150 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.p>

For further information, contact A Smith on: 01345 678987

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ABC Financial Advisers Ltd

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CII

The CII has 90,000 members in 150 countries and is the world’s largest financial services professional body.

Serving the insurance, savings and financial services markets it works to enhance professional, ethical and technical standards.

The CII partners with corporate business to develop organisation-wide solutions to ensure competitive advantage through technical and professional competence of employees at every level. Individually, CII’s members keep up their personal development and maintain their professional standing though an unrivalled range of learning services.


Contact us

CII Customer Service
tel: +44 (0)20 8989 8464
fax: +44 (0)20 8530 3052
e-mail: customer.serv@cii.co.uk

PFS Customer Service
tel: +44 (0)20 8530 0852
fax: +44 (0)20 7796 3882
e-mail: customer.serv@thepfs.org


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