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Cass-Stephens marks 600th chartered firm for PFS

The Personal Finance Society’s chief executive said corporate chartered financial planning firms like Cass-Stephens had demonstrated “a tangible culture” of ongoing commitment to higher technical knowledge and professionalism.

Paul Bird, PFS director, said: “There is a great deal of pride in gaining qualifications such as this but the real benefit comes in terms of what we can offer our clients as a result and the increased confidence they have in our services.

“Regulatory pressure is not an influence in our case. Instead, this drive for higher technical competence is being driven by a mixture of pride and professionalism.”

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