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Chartered Financial Planners

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’
title to Allen Tomas & Co Financial Management Ltd. 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.

As the premier professional body for the insurance and financial planning professions, the CII promotes higher standards of integrity, technical competence and business capability. With over 120,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to these sectors. Success in CII qualifications is universally recognised as evidence of knowledge and understanding. Membership of the CII signals a desire to develop broad professional capability and subscribe to the standards associated with professional status.

Allen Tomas & Co Financial Management Ltd specialises in providing advice in the areas of Inheritance Tax Planning, Investments, Retirement and Long-Term Care Planning. Ben Allen, Managing Director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is 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. To date, fewer than 700 firms have achieved Chartered status, indicating that this is a highly exclusive award and one which we aim to maintain and honour”.

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