Michael Crisp has achieved Chartered status

Michael Crisp, Director of Allen Tomas & Co Financial Management Ltd has now achieved Chartered status.

This means both Directors Ben Allen and Michael Crisp have now been awarded the prestigious Chartered Financial Planner designation.

Michael’s intentions are to continue his study and become a Fellow of the CII. As previously communicated, we recently became a Chartered firm of financial planners and Michael’s achievement reinforces our ethos and commitment to raising standards.

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Inflation

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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 profess...

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