Communicating Chartered status

Chartered Financial Planning - example press release

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COLCHESTER FINANCIAL ADVISER ACHIEVES CHARTERED STATUS

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to ABC Financial Advisers Ltd, one of Colchester’s leading providers of financial 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.

ABC Financial Advisers Ltd specialises in providing advice on all types of investment and life assurance for individuals and businesses. The firm also acts as a mortgage broker.

A Smith, managing director, who holds the individual Chartered Financial Planner title, says 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, just over 230 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, contact A Smith on: 01345 678987

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ABC Financial Advisers Ltd

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CII
As the premier professional body for the financial services profession, the CII promotes higher standards of integrity, technical competence and business capability.

With over 93,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to this sector.

The CII works with businesses to develop bespoke, company-wide solutions that ensure competitive advantage by enhancing employees’ technical and professional competence.

Individually, CII’s members are able to drive their personal development and maintain their professional standing through an unrivalled range of learning services and by adhering to the CII’s Code of Ethics & Conduct.