75point3 is a client focused firm of professionally qualified, dedicated and experienced advisers which provides high quality independent advice on Investments, Pensions, Life Assurance and Mortgages. We offer our expertise directly to individual clients and business clients from our offices across North Wales. We also offer our services via professional connections such as Solicitors, Accountants, Estate Agents, Builders and Stockbrokers who do not have in-house financial planning expertise. Our goal is to deliver the best possible service so that we build long term relationships with clients and professional connections
The Chartered Insurance Institute (CII) has awarded the prestigious Chartered Financial Planners title to 75point3. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
Stephen Jones, Director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status was a landmark for the company: “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 highest levels of service to our customers.”
With only a small number of firms achieving Chartered status, this shows that it is a highly exclusive award reserved for the leading firms within the financial advice market.