Renewal of Corporate Chartered Financial Planners Status

Our managing partner, Laurence Turner, has been in financial services since May 1986 and has been authorised to give advice on and transact occupational pension transfers for decades. This in no way means he’s out of touch, quite the contrary.

Along with the rest of the Investing for Tomorrow team, Laurence is fully qualified and constantly gaining new skills and certificates. He elected to take the latest exam to prove he is still up to date and current on pension transfer matters and he passed.

We’re also delighted to have recently received confirmation from the Chartered Insurance Institute that our Chartered Financial Planners status has been renewed for another year.

“Chartered titles are jealously guarded by professional bodies and are not awarded lightly. Chartered status therefore brings with it a number of serious obligations.

The title Chartered Financial Planners is a public declaration that the advice given by a firm:

• is of the highest quality;
• is based solely on the researched needs of the customer; and
• is provided by someone not exceeding their level of competency.”

The practice continues to grow by referral to others.
We would therefore appreciate being introduced to friends, family members and colleagues who you feel might benefit from our services.

Wishing you all a very happy holiday season and very much looking forward to hearing from you in the coming months. Remember not to leave it all to the end of March! It’s never to early to get prepared for the new tax year.