East Anglia-based advisers win Charter status

WRS Fornham has achieved the coveted professional designation of Chartered status from the Chartered Insurance Institute.

The firm’s new status comes after Ian Fraser, managing director, recorded the highest examination marks in the region in gaining his own individual Chartered financial planner designation.

Robin Cotterrill, chairman of WRS Fornham, said, “Professional guidance and advice has never been more appreciated by clients; the world of saving and investing is ever more complex, the recent pensions changes in this year’s Budget underline that.

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“As more and more of the UK population rely on their savings, pensions and investments for their future well-being, we want our clients to feel that they were dealing with a firm totally dedicated to the highest professional qualifications, service and ethics.

“Our meeting the stringent requirements to achieve the industry gold standard demonstrates this commitment.”

WRS Fornham has been established for more than 15 years.

The firm provides professional advice to individual, business and trustee clients on saving, investment and pensions plus specialist guidance on inheritance and tax planning.