Chartered Financial
Planners (CFP)
When it comes to your money, ensuring you receive advice from the best-qualified adviser should be your minimum requirement.
Standards in the financial advice industry have been significantly raised in recent years. The CII’s ‘Chartered Financial Planner’ status recognises organisations that are committed to professionalism, ethical practice, knowledge, and excellence.
Chartered Financial Planner, Pension Transfer Specialist and Fellowship of the CII
At Character Financial Services we hold Chartered Status, which is a symbol of technical competence and signifies a public commitment to professional standards.
We are also recognised Pension Transfer Specialists (PTS). This is an accolade awarded to financial advisors with specific qualifications and expertise in advising on pension transfers. They help individuals decide whether transferring their pension is the right choice, considering factors like investment risks, financial forecasts, and the overall financial situation. PTSs are crucial for transfers exceeding £30,000 and are required to provide advice based on FCA regulations, ensuring transfers are suitable and secure.
Paul Blakeney is a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. This achievement has only been obtained by a very small percentage of advisers operating in the UK. Of 30,000 members of the PFS, less than 2,900 hold this advanced level qualification.
Fellowship of the CII is universally regarded as the premier qualification. Achieving Fellowship of the CII gives financial services practitioners genuine differentiation. The CII is one of the main awarding bodies in the financial services industry and is well known around the world, for the quality and breadth of its exams and qualifications.
Fellowship of the CII confirms commitment to further self-improvement and is available only to those who demonstrate their ability. It is a major achievement in the financial industry and demonstrates the acquisition of skills and knowledge at the highest of levels.
| Qualification Level | Designatory Letters | Chartered Insurance Institute (CII) Description | Educational Equivalent |
|---|---|---|---|
Fellowship* | FCII / FPFS | Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. | Degrees and Higher National Diplomas |
Advanced Diploma | ACII / APFS
| Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or Advanced Diploma in Financial Planning or its predecessor the Associateship
| Degrees and Higher National Diplomas
|
Designatory Letters
Chartered Insurance Institute (CII) Description
Our services
A personal approach
We offer a personal approach with clear strategies and recommendations across all areas of your financial planning.
We bring a straightforward philosophy to financial planning focused on you. Our relationship is a personal one; built on trust and understanding.
Our process
You and your needs
A personalised wealth planning process that focuses on you and your unique needs.
Our goals-based wealth management process focuses on you, your goals and your unique situation. I will help identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.