A High Peak financial advisory firm has been awarded the prestigious ‘Chartered Financial Planners’ title by The Chartered Insurance Institute (CII).
TWP Wealth Ltd, which specialises in providing advice on all types of investment, pensions and inheritance tax planning for individuals and businesses, has offices in Whaley Bridge and Alderley Edge.
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, reinforcing the highest standards of professional practice in their business dealings.
Martin Hill, director, who holds the individual Chartered Financial Planner title, said: “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.”
To date, fewer than 400 firms have achieved Chartered status.