THE Chartered Insurance Institute (CII) has awarded the prestigious 'Chartered Financial Planners' title to Lifestyle Financial Consultancy Ltd, one of Monmouthshire's leading providers of financial advice.
Chartered status is an exclusive title only awarded to firms which meet rigourous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
Lifestyle Financial Consultancy Ltd provides advice in specialist areas Pension Transfers and Retirement Options, Care Fees Planning, Equity Release and Inheritance Tax issues also providing advice on all types of investment and life assurance for individuals and businesses. The firm also acts as a mortgage broker.
Chris O'Meara, managing director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for his company, "We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers."
To date only just over 160 firms have achieved Chartered Financial Planners status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.