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DeVere UK division awarded chartered status

DeVere UK division awarded chartered status

DeVere United Kingdom has been awarded corporate chartered financial planners status by the Chartered Insurance Institute.

The company, which is the UK division of the deVere Group, has been awarded the status after making a series of client-focused changes over the past year.

Mike Coady, managing director of deVere United Kingdom, said: “Being awarded the corporate chartered financial planners status illustrates our continual commitment to raising standards and expertise, providing the highest quality advice backed up by world class service and support for our clients – our most valued asset.

“Our focus on continual development is recognised by this achievement and helps to set us apart from our competition.

“We set our sights high in order to achieve corporate chartered financial planner status, to demonstrate that we can provide the highest possible planning service to our clients by proving that we meet stringent criteria, regarding professional qualifications and ethical standards.”

There are now more than 300 firms around the UK which have chartered financial planner status.

Meeting the requirements involves fulfilling six criteria, including that at least one board member is individually chartered, that the firm must have a professional development programme in place and the entire board and at least 90 per cent of customer-facing staff are members of the CII.

Mr Coady said: “There are many factors that set deVere United Kingdom apart from its competitors in recent times.

“One is the sheer strength and depth, in all areas of financial advice, with specialist resources providing outstanding and bespoke opportunities through our advisors to our clients.

“A great example of this includes the Best Advice Team that brings together and shares best practice across the business.

“With strong relationships and regular interactions with external sources including solicitors, investment managers and tax specialists.

“The team continually seeks and identifies areas of improvement, looking for new ideas to ensure deVere benefits its clients’ best interests.”

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