The Chartered Financial Planner Firm title is an exclusive title with fewer than 700 firms awarded the title to date. Chartered Financial Planner members and Chartered Financial Planner Firms are part of the Personal Finance Society, which is part of the CII.
Launched in 1988, the wealth management firm offers financial advice services for individuals, business owners and trustees across a number of Financial Planning areas.
Chartered Financial Planner and director of Hamnett Wealth Management Jonathan Rowley, said: “Securing Chartered Financial Planners status is a landmark for the 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.”
Recently more than 500 personal finance professionals have signed up to the Chartered Insurance Institute’s new pension transfer qualification.
A number of industry professionals have enrolled onto the new Level 4 certificate in pension transfers advice, which includes a new Level 6 unit on pension transfers, and three existing CII level 4 units. These are: financial services, regulation and ethics, investment principles and risk, and pensions and retirement planning.