Our ‘strapline’ as a firm of Chartered Financial Planners is that we work with individuals, trustees and business owners to build, manage and protect their wealth.
Of course there really can only be one reason why someone needs to build, manage and protect their wealth; that is that they need that wealth to achieve lifetime goals.
Perhaps that might be to retire early and enjoy the kind of retirement lifestyle you want. Maybe it is to ensure that you are able to financially assist your children or grandchildren.
It could well be that you are not particularly interested in managing your financial resources – perhaps you want to delegate the responsibility to a trusted adviser.
We do find that many people lack the time, or inclination, or indeed the skills, to build, manage and protect their finances.
That probably sums up why we exist; we do have the time, inclination and skill to do that for our clients.
And we are always prepared to be tested.
Way back in 2004 we decided that in the highly technically complex world of financial services, we owed it to our clients to prove that we were properly qualified. The desire to achieve higher standards of professional qualifications became part of the culture of the firm.
Informed Choice is a firm of Chartered Financial Planners. Five of us as individuals hold that title as well as the firm holding the corporate Chartered title.
But we did not want to stop there, so four of our Financial Planners (including two directors) are Certified Financial Planners (CFPs) as well. This proves we can take our technical knowledge and apply it to real client situations.
Some of our peers claim that experience is more important than qualifications. We disagree. We believe that our clients deserve the very best; high levels of professional qualifications and experience. Why settle for one or the other?
It goes without saying that we should combine those qualifications, that experience and apply it with skill and integrity.
Each year we offer up everything we do to a team of independent judges for them to determine if we represent the Gold Standard of Independent Financial Advice. We are delighted to tell you that, as four times winners of this prestigious award, we continue to seek ways to improve everything we do.
Put simply, we know we are good at what we do – we are always trying to get better.
