How to find a Chartered Financial Planner

And some work at these companies : Ashlea Financial Planning Limited and Forward Financial Planning Plc and LFP Limited and MNFA and David Lewis Insurance and Higgins Insurance & Investments and Thorntons Investment Services and Knightsbridge Financial Management Ltd and Cathedral Financial Management and Arch Financial Planning Limited and Paul Duckworth and NeedanAdviser.com and Self Invested Portfolios Ltd and Cameron Trinity and Acorn Financial Services and Central Wealth Management Limited and Heartwood Wealth Management and Holland Hahn & Wills and Ethos Financial Management Ltd and Old Mill Financial Services and Solomon Hare and James Phillips & Co and Scrutton Bland and RPG Consulting and O’Halloran & Company and Milne Craig Chartered Accountants and Adcock Financial and Clarke & Partners and London York Investment and Self Financial Planners and Gresham Financial Ltd and JFW Robinson & Co and Ashley Law Rickmansworth and Eldon Financial Planning Limited and Informed Choice and Central Financial Planning Ltd and Cane Cohen Financial Planning and Create Financial Management and Property Through Pensions and Johnston Financial Ltd and Towers of Taunton (Financial Services) Ltd and Breed Elliott and Andrew Dickson Independent Financial Advisors and Castlegate Financial Management Ltd and Robinsons Solicitors and Fortitude Financial Planning Ltd and Bennett Brooks and BNI Premier Chapter and Arch Financial Planning Limited and Verus Financial Planning and Hargreaves Lansdown and Square One Financial Planning and Clarke and Partners Independent and Johnston Financial Ltd and Taylor Vinters and Informed Choice Ltd and SELF and Oughtred & Harrison Financial Services and Hurst Financial Consultancy Limited and Progressive Independent Advisers and Self Invested Portfolios Ltd and Bennett Brooks and M H I Ltd and Chestergate Financial Planning Ltd and Jigsaw Financial Solutions and Property Through Pensions and Swallow Financial Planning and Evolve Financial Planning and Cartlidge Morland and Central Tax & Trustee Planning LLP and Central Financial Planning and Quest Financial Planning Ltd and Andrew Dickson and Pantheon Financial Management Ltd and Foster Denovo Ltd . Chartered Financial Planners in the UK are listed here.

 

The Privy Council has granted permission to the Chartered Insurance Institute (CII) to award the title of Chartered Financial Planner. Financial advisers will be part of a chartered profession in a drive to raise the public standing of financial services. It is good news for consumers as, it will signal that qualified professional financial advisers are available to help them with their financial planning needs.

This is good news for the industry as, its existence confers chartered status on the profession as a whole. Being able to demonstrate a professional path to Chartered status, although not all financial advisers will want to achieve the level of qualification needed to earn the title, will also be a major advantage in the efforts to attract the best and the brightest new recruits.

President of The Personal Finance Society, Brian Steeples, said this is:

“The most important development in financial services in my lifetime and will help to raise awareness of financial planning as a profession both with practitioners and the public.”

Incoming President of the Chartered Insurance Institute, Peter Hales, commented:

“The establishment of (the) Chartered Financial Planner status introduces a new, internationally recognisable benchmark of quality and ethical practice for professionals involved in giving financial advice. It will signal to the public that financial advisers and financial planners are ‘fit for purpose’ and elevate financial services in the public eye to the same standing as other Chartered professions.It will also be a major contributor to raising levels of consumer confidence in the financial services industry.”

 

To be awarded the Chartered Financial Planner status, an individual will have to be able to demonstrate relevant experience, gain CII approved financial qualifications equivalent to first degree level, adherence to the CII’s Code of Ethics and Conduct, and a commitment to continuing professional development.

The main route to the Chartered title will be via the Advanced Financial Planning Certificate (AFPC), and the new financial planning framework that is being progressively introduced from October 2005. The new framework will be modular in design so that financial planners and advisors will be able to select courses and examinations in order to test their competence and knowledge in specific areas. Employers and employees will be able to plan career development paths in order to meet both personal and business goals. Accreditation will be given to other qualifications which meet the CII’s criteria. The Institue of Financial Planning is the professional body that is committed to the development of the profession of UK Financial Planning.

IFA Promotion UK Independent Financial Advisors ; Association of Independent Financial Advisers AIFA ; Financial Services Authority UK regulator.

 

 

 

Click here to find a Chartered Financial Planner in UK

 

How to become a Chartered Financial Planner.
International Chartered Financial Planners around the world.

 

 

 

 

 

 

 

 

 

 

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Chartered Financial Planners in Turvey and Cumbria . Chartered Financial Planners in Egham and Lancashire . Chartered Financial Planners in Sindlesham and Lincolnshire . Chartered Financial Planners in Neston and Kent . Chartered Financial Planners in Hythe (Kent) and Cambridgeshire . Chartered Financial Planners in Swadlincote and Essex . Chartered Financial Planners in Wymeswold and Lincolnshire . Chartered Financial Planners in Midsomer Norton and Rutland . Chartered Financial Planners in Torquay and Hertfordshire . Chartered Financial Planners in Congleton and Bristol . Chartered Financial Planners in St. Ives (Cornwall) and West Midlands . Chartered Financial Planners in Fareham and Tyne & Wear . Chartered Financial Planners in Dawlish and Buckinghamshire . Chartered Financial Planners in Ingleton and Bath . Chartered Financial Planners in Perranporth and South Yorkshire . Chartered Financial Planners in Hawkesbury Upton and Shropshire . Chartered Financial Planners in Yarmouth and Oxfordshire . Chartered Financial Planners in Barton-le-Clay and West Midlands . Chartered Financial Planners in Thames Ditton and Staffordshire . Chartered Financial Planners in Westbury and Oxfordshire . Chartered Financial Planners in Kew and West Yorkshire. Chartered Financial Planners in Walberton and Lancashire . Chartered Financial Planners in Carrington and Cornwall . Chartered Financial Planners in Kingham and Berkshire . Chartered Financial Planners in Parracombe and Nottinghamshire . Chartered Financial Planners in Warrington and Buckinghamshire . Chartered Financial Planners in Ticehurst and Sussex . Chartered Financial Planners in Upton Upon Severn and Norfolk . Chartered Financial Planners in Bramdean and Warwickshire . Chartered Financial Planners in Worksop and West Midlands . Chartered Financial Planners in Leek and Wiltshire . Chartered Financial Planners in Rotherwick and Dorset . Chartered Financial Planners in Keswick and Somerset . Chartered Financial Planners in Slough and Sussex . Chartered Financial Planners in Cotham and Cambridgeshire . Chartered Financial Planners in Godmanchester and Bath . Chartered Financial Planners in Chobham and Leicestershire . Chartered Financial Planners in Ilfracombe and Sussex . Chartered Financial Planners in Ryde and Worcestershire . Chartered Financial Planners in Tiverton and East Yorkshire . Chartered Financial Planners in Cleckheaton and Cambridgeshire . Chartered Financial Planners in Dunstable and Dorset . Chartered Financial Planners in Templecombe and London . Chartered Financial Planners in Dronfield and Greater Manchester . Chartered Financial Planners in Sherborne and Greater Manchester . Chartered Financial Planners in Clitheroe and Leicestershire . Chartered Financial Planners in Highbridge and Gloucestershire . Chartered Financial Planners in Swanscombe and Bath . Chartered Financial Planners in Upton (Hamp) and Cornwall . Chartered Financial Planners in Hope and Lancashire . Chartered Financial Planners in Staunton and East Yorkshire . Chartered Financial Planners in Morden and Shropshire . Chartered Financial Planners in Witney and Suffolk . Chartered Financial Planners in Tipton and Suffolk . Chartered Financial Planners in Knaresborough and South Yorkshire . Chartered Financial Planners in Broadley and Dorset . Chartered Financial Planners in Stonehouse and Berkshire . Chartered Financial Planners in Market Lavington and Gloucestershire . Chartered Financial Planners in Botley and Norfolk . Chartered Financial Planners in Rock Ferry and West Yorkshire. Chartered Financial Planners in Manningtree and Greater Manchester . Chartered Financial Planners in Goulceby and Shropshire . Chartered Financial Planners in Kirkoswald and West Midlands . Chartered Financial Planners in Marple and Sussex . Chartered Financial Planners in Milford on Sea and Oxfordshire . Chartered Financial Planners in Abbotskerswell and Northamptonshire . Chartered Financial Planners in Wigton and Worcestershire . Chartered Financial Planners in Great Yarmouth and Northamptonshire .

 

 

 

 

 

 

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