Posts Tagged ‘financial advice’

Jan24

What it means to be a Chartered Financial Planner

Posted by jeremy

The Chartered Insurance Institute (CII) introduced the ‘Chartered Financial Planner’ qualification in 2006. The institute recognised that seeking financial advice can be a daunting process – especially when it comes to finding a financial planner you trust to act in your best interests and provide unbiased advice. Where you see their symbol, you know the financial advice you receive will be independent, professional, and regulated by the Financial Services Authority’s strict guidelines.

Professional Financial Advice

To receive ‘Chartered’ status, individual financial planners undertake years of in-depth study to achieve the CII’s Advanced Diploma in Financial Planning, one of the highest level exams a Financial Planner can take. The qualification is designed to test knowledge, ability and ethical conduct in all areas of advice. As well as gaining this qualification, Chartered Financial Planners must also have five years of relevant industry experience and three years of Continuing Professional Development (CPD). Read full post

Jan3

Providing clients with ‘Sleepability’

Posted by abbie

So what exactly is ‘sleepability’? It’s a phrase Jeremy coined to describe the way we help our clients to sleep at night. We enlighten them on issues that affect them and devise a plan that puts them back in control of their financial affairs.

Providing Sleepability

Often when we see a client for the first time and they talk through their situation and what they’re trying to achieve, they also voice their worries and concerns. These range from “will I have enough to retire on?” to “how will I protect my family should anything happen to me?” and “I’m confused about where I stand, I have numerous policies accumulated over the years” or simply “I’m worried about my financial future”.

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Feb2

SIFA Professional membership

Posted by jeremy

We are proud to be members of SIFA Professional and listed in the SIFA Directory of Professional IFAs (endorsed by the Law Society).

“Providing access to financial advice enables solicitors to fulfil the key role of trusted adviser.”        Ian Muirhead, Solicitor and Director, SIFA Limited

SIFA Professional

SIFA was established in Read full post