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Chartered status for specialist care advisory firm

Chartered status for specialist care advisory firm

Hampshire-based firm The Wealth Care Partnership has been awarded chartered status by the CII.

The firm, which specialises in long-term care advice, is already accredited with the Society of Later Life Advisers.

Tim Anstee, director of the firm, said: “This is a highly exclusive award reserved for the UK’s leading firms within the financial advice market.

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“To find a firm which is both chartered and made up of Society of Later Life accredited advisers is rarer still, and TWCP is one of a handful of such firms in the country, truly setting ourselves apart in the field of later life advice.”

The firm, which employs eight people, was founded by Mr Anstee and Karen Rayner in 2002.

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Chartered status is granted by the Personal Finance Society which is part of the CII.

Since the creation of the PFS in 2005, more than 4,500 advisers have become chartered, with many thousands more on the journey towards that status.