Congratulations to Michael for becoming Chartered. Here's what he had to say: "Following completion of my final advanced paper I was able to apply for Chartered Financial Planner status, a prestigious title awarded by the Personal Finance Society. I believe that Chartered status is a must for any professional adviser wanting to provide Independent Financial Advice in the future. This award requires a great deal of commitment and a lifetime pledge to adhere to the code of ethics laid down by the Personal Finance Society to protect the best interests of clients at all times. Since starting out in Financial Services it has always been my goal to achieve Chartered Financial Planner status, as it is the pinnacle of our profession and an accolade which should not be taken lightly. Among many things the journey has taught me that you must always continue develop your knowledge to ensure you can provide the best possible advice at all times. The graduation took place at the Char...
This is the Allen Tomas & Co Financial Management blog. We'll put all the latest financial news here, as well as some things we think you'll be interested in.