We’ve been awarded Chartered Financial Planners Status

PML Financial Services is Awarded Chartered Financial Planners Status. 

We are delighted to announce that The Chartered Insurance Institute (CII) has awarded the prestigious Chartered Financial Planners title to PML Financial Services Ltd.

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 entrepreneurs around the UK, in particular to those who are members of a SSAS through sister company Pensions Management Limited.

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. 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 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.

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.


0 comments on “We’ve been awarded Chartered Financial Planners Status
  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr M.P.On retirement, I had a mixture of personal pensions, the remains of a final salary pension scheme and a pension fund pot from a Group Money Purchase Scheme. I was uncertain as to what I needed to do and how to go about doing it, which led me to turn PML for honest advice and guidance. PML sorted out my complex pension arrangements.
  • How we work closely with Financial Advisers (Part 2)A Financial Adviser had a client with insured pension arrangements of various amounts, including an arrangement with guaranteed annuity rates. The client wished to use his pension arrangements to purchase a commercial property that was owned by the sponsoring employer. Not surprisingly the Financial Adviser did not want to lose the» Read More