Chartered boost for financial planning firms

Chartered boost for financial planning firms

The Wealth Care Partnership and two advisers at Francis Clark Financial Planning have been awarded chartered status by the CII.

Hampshire-based TWCP, which specialises in long-term care advice, employs eight people, and was founded by co-directors Tim Anstee and Karen Rayner in 2002.

Meanwhile, South West-based Francis Clark announced that director Gary Quick and financial planner Kevin Stoyle had both achieved chartered status, meaning that 10 out of 16 advisers at the firm are chartered.

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Mr Quick said: “Attaining this status is a demonstration of my commitment to continually expand my knowledge for the benefit of our clients.”

The firm operates from seven offices across the south west of England, including Truro, Plymouth, Exeter, Taunton and Salisbury.

Background

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 working towards that status.