It has just been announced that a Yorkshire based Independent Financial Advisor has achieved the Corporate Chartered status.
Harrogate Financial Solutions Ltd has been granted this new status by the Chartered Insurance Institute having met its rigorous criteria related to professionalism and capability. All Chartered firms commit to the Chartered Insurance Institute’s ( CII’s) Code of Ethics. This code encourages the highest professional and ethical standards in insurance and financial services worldwide. By awarding Harrogate Financial Solutions Ltd the status, CII believes that the firm have the high standard of professional practise in their business dealings required. Paul Smith, Director of Harrogate Financial Solutions, commented:“To have gained Chartered status is a wonderful achievement for the firm and all those who work here. We have committed a considerable amount of effort to the process and to have finally been recognised as a ‘Chartered Firm’ is a fantastic culmination to all our efforts. "As a business dedicated to delivering quality in all the services we provide it seemed an obvious step to work towards Corporate Chartered status and, with the help and support of Perspective, we have been able to achieve our ambition. Chartered firms are rightly recognised as leaders in their field and given the growing range of advisory services Harrogate Financial Solutions can offer we believe the business is in a particularly strong position to grow and develop our overall proposition.”Harrogate Financial Solutions Ltd was one of foremost IFA (Independent Financial Advisor) firms to acquire the prominent status, by Perspective Financial Group in July 2008. The firm’s advisors, which are seven in number, provide a range of financial advisory services consisting of general practitioners, investment, pensions and mortgage experts as well as corporate advisors. Harrogate becomes the third Perspective Group firm to hold Chartered Firm status following on from Rutherford Wilkinson and Leedhams Independent Financial Advisors. Perspective Financial Group Limited was formed in 2008 which the objective to provide Independent Financial Advisors (IFA’s) with a viable exit strategy or consolidation plan which would assist them to maximise their capital value. According to their website Perspective ‘is one of the fastest growing financial services groups in the UK and maintains on going ambitious growth plans’. The group offer a broad range of investment and financial planning services on a profitable and sustainable basis. In 2010, Perspective met its annual acquisitions goal of eight, and has upped its game by stating that this target has been increased to a total of ten firms in 2011. The Group closed 2010 with an annual turnover which exceeded £17 million. This figure comprised of funds under advisory and management well over £1.3 billion and recurring income of nearly £9 million. Ian Wilkinson, Group Practise Director at Perspective Financial group Ltd, said: “Achieving Chartered status is no mean feat for any IFA firm therefore it is particularly pleasing to see Paul and all the team at Harrogate Financial Solutions mark this achievement. As an individual Group firm it shows their commitment to achieving the highest professional standards and this accolade will leave their clients in no doubt that the firm has the highest standards of excellence. At Perspective we are committed to helping all our Group firms in achieving their ambitions be they in terms of business levels, or striving for Chartered Status." A number of our other Group firms are now working their way towards a similar level and Perspective is providing all the support and advice they need to meet this target. It is our stated aim to deliver a Group offering which houses the top strata of financial advisors in the UK and we are committed to helping both existing and new acquisitions achieve this.”Manchester debt firm is liquidated owing creditors over £2.2m
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