Chartered Financial Planners Status Renewed

PML Financial Services’ Chartered Financial Planners Status is Renewed.

We are delighted to announce that PML Financial Services has had its prestigious Chartered Financial Planners  status renewed by the The Chartered Insurance Institute (CII) for another year.

What is Chartered Financial Planners Status?

Chartered Financial Planners Status is an exclusive title only awarded to firms which meet vigorous criteria relating to professionalism and capability. It is the most widely accepted “gold standard” qualification available for professional financial planners/financial advisers in the United Kingdom. These standards have to be maintained every year in order to retain the status.

All Chartered Financial Planners, whether they are firms or individuals, commit to the Chartered Insurance Institute’s Code of Ethics, reinforcing the higher standards of professional practice in their business dealings. Being Chartered Financial Planners carries equivalent qualifications and status as other established professions such as Chartered Accountants and Chartered Surveyors.

What does Chartered Financial Planners Status mean to our customers?

At PML Financial Services, we have always prided ourselves on being thoroughly professional in everything we do and to receive continued external recognition in this way is very gratifying.  As Chartered Financial Planners, we can signal our commitment to the providing the highest levels of services to our customers.

To date fewer than 700 firms have achieved Chartered Status, indicating that this is a highly exclusive award reserved for the leading firms of the industry.

One of our directors, Gay Nebel, is already a Chartered Financial Planner as an individual, of which to date there are approximately 4,600 in the country out of more than 30,000 qualified financial advisers.

Can we help You?

PML Financial Services Ltd was set up in 2006 by Gay Nebel and Rob Taylor to provide specialist, independent advice on pensions, investments and taxation to business owners and their businesses around the UK, in particular to those who are members of a SSAS through sister company Pensions Management Limited.

If you or your company are looking for specialist, independent advice on pensions, investments and taxation, then please contact us or call us on 0121 693 0690, for a free initial consultation. Our on-going Chartered Financial Status means that we can continue to give you the best possible advice.

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