Wiltshire financial planning firm joins elite group of chartered advisers
A Wiltshire financial planning company has been awarded prestigious chartered financial planner status by the Chartered Insurance Institute.
Malmesbury-based Proposito Financial Planning joins an elite group of firms which have met the rigorous criteria relating to professionalism and capability demanded by the CII, and to be granted chartered status.
All chartered financial planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
Proposito Financial Planning specialises in providing bespoke financial planning services to individuals and businesses.
Huw Jones, director, who holds the individual chartered financial planner title, says that securing chartered financial planner 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 signal our commitment to the highest levels of service to our customers.”
To date, fewer than 400 firms have achieved chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.
For further information visit www.proposito.co.uk or contact Huw Jones on 01666 829224