Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

The Importance of Chartered

The Importance of Chartered

Here at Jane Smith Financial Planning, we’re very proud to hold Chartered Financial Planner status.  The exciting news is that July marked the start of our fifth year holding this accreditation, what’s often referred to as the “gold standard” in our profession.

But, why is it important? 

The Chartered Insurance Institute awards Corporate Chartered status to firms who have made a public commitment to aligned ethics and values, to provide knowledgeable advice backed up by qualifications and continued professional development, and to see good customer outcomes.

Firms need to renew their Chartered status annually. It’s an ongoing commitment to excellence and one that we’re keen to embrace.

Individually, we’re all committed to excellence and continuous development. Nicola achieved Chartered Financial Planner status some years ago and is now working towards Fellowship. Clare looks to improve on the technical knowledge attained through the Diploma in Financial Planning and is currently working towards Chartered status, whilst Hannah is working towards the Certificate in Paraplanning. The rest of the team, not involved in the technical side of the business, take on study and continuous development as appropriate to their roles.

Why does it matter to you? 

There’s a strict Code of Ethics that we must abide by, with five core principles:

  1. To comply with the Code, relevant laws and regulations
  2. Act with the highest ethical standards and integrity
  3. To act in the best interests of each client
  4. Provide a high standard of service
  5. To treat people fairly

But, all that goes without saying, doesn’t it?  These are the values that Jane Smith Financial Planning has been built on for many years.  Holding the “badge” is simply an external affirmation of all that we believe in. It gives you peace of mind in the choice of financial planning firm that you’re choosing to work with.