The Certified Financial Planner License
The Certified Financial Planner License
The Certified Financial Planner license is an internationally recognised qualification for financial planners. It is the highest standard available and holders are actively monitored and re-licensed annually.
Both Jason McGuigan and Ian Brookes are Certified Financial Planner professionals.
There are only about 1000 Certified Financial Planner licensees in the UK.
A Certified Financial Planner (CFPCM) licensee's main focus will always be on their clients' financial goals and ambitions, concentrating on how these can be achieved, rather than on a product sale. A (CFPCM) licensee will provide you and your family with guidance over your lifetime, making the advice multi generational.
All (CFPCM) professionals in the UK are licensed by the Institute of Financial Planning (IFP) and the International CFP Board. All (CFPCM) licensees must therefore adhere to the Board's ‘Code of Ethics’ and must demonstrate their ability and understanding following the standards of the four Es. These are; Education, Examination, Experience and Ethics.
If you have questions on any aspects of financial planning please contact
info@critchleys-fp.co.uk