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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 480 firms achieving Chartered status*, this figure indicates this is a highly exclusive award reserved for the leading firms within the financial advice market.
75point3 Ltd, 14 Penrhyn Road, Colwyn Bay, Conwy, LL29 8LG, is authorised and regulated by the Financial Conduct Authority Firm No 418618.