The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to Pensionhelp Ltd, one of the UK’s leading providers of specialist pension 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, reinforcing the highest standards of professional practice in their business dealings.
Pensionhelp Ltd specialises in providing pension advice for individuals including defined benefit reviews.
Mark Wilson, Managing Director, who holds the individual Chartered Financial Planner title, said 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, fewer than 700 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.