I am delighted to announce that our firm has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM. IFP is the professional body for Financial Planners in the UK. It awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to its clients.
When the register was first announced I looked at it with longing but deep down I didn’t think we were good enough. However, I am never happy standing still and I decided that I would seek accreditation. It has been a long and rigorous process and all of our processes, business accounts, documents and sample client reports have been audited by the board of the Institute of Financial Planning. Passing this audit has been a huge validation for us and the effort we put in to put the needs of our clients first.
To successfully meet the criteria for approval, Gibson Financial Planning Ltd has had to demonstrate that it provides a comprehensive Financial Planning service for clients. The firm also had to demonstrate commitment to the IFP’s Code of Ethics and Practice Standards as well as having appropriately trained and qualified staff. All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and at least 50% of registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNERCM professional, or equivalent. Very few Financial Planning firms in the UK meet these exacting standards.
David Gibson, Director of Gibson Financial Planning Ltd comments: “Gibson Financial Planning Ltd is delighted to have achieved this powerful recognition of our commitment to professionalism and outstanding client service. Our clients expect and deserve only the highest standards of advice and service as we work with them to plan their finances so that they can achieve their goals in life. We’re proud to deliver a service which they value and which has now been externally recognised too.”
When looking for professional Financial Planning firms in the UK, consumers should look for Accredited Financial Planning Firms as the hallmark of quality, and to find the services of CERTIFIED FINANCIAL PLANNERCM professionals, the only globally recognised standard of professionalism for Financial Planners. When seeking objective, expert and trusted Financial Planning advice, consumers should always look for the CFP mark.
By David Gibson