Advisers Gain Chartered Financial Planner Status
July 19th, 2007
Three of our financial advisers have achieved one of the highest professional qualifications, passing a series of additional exams to become Chartered Financial Planners.
Mark Underwood, Rachel Jefferson and Paul Jones are celebrating their success, as their new status sets them aside from other IFAs, making the trio some of the most qualified and knowledgeable in the industry.
Rachel’s achievement is particularly important, as only 125 women in the UK are Chartered Financial Planners.
John Chapman, our Managing Director, said:
“Few companies are able to provide independent financial advice from Chartered Financial Planners, so it is something we are proud to be able to deliver. Gaining the status demonstrates our commitment to maintaining our level of expertise right at the top of industry standards. Our clients can be confident that our advisers continue to study and advance their professional skills throughout their career at Torquil Clark, which means they are up to date with the latest industry thinking.”
A trio of advisers gaining success is yet another feather in the cap for us, having enjoyed winning the Gold Standard Award for Financial Advice for the third year running. Torquil Clark maintains its position as the only IFA in the country to win the award for three consecutive years.
“We strive to provide a clear, simple and transparent service and meet the needs of those coming to us for advice through a team of financial experts. Our achievements this year have been well earned and provide a solid contribution to the continued growth and success of the business in the future.” John added.
Mark, Rachel and Paul are all part of Torquil Clark’s Financial Planning team. Whatever your personal circumstances, whether it be that you are approaching retirement, you need investment advice for the future or tax efficient ways of handing on an inheritance to your children or grandchildren, they are able to help.
Author: Philippa Gee
July 19th, 2007
Category: Financial Advice.
