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IFP approves ASPL as an Accredited Financial Planning FirmTM

16.05.2013

We are delighted to announce that we have been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM.  IFP is the professional body for Financial Planners in the UK. It awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to its clients.

To successfully meet the criteria for approval, we have had to demonstrate that we provide a comprehensive Financial Planning service for clients as well as having a clear cost or fee structure. We also had to demonstrate commitment to the IFP’s Code of Ethics and Practice Standards and that we have appropriately trained and qualified staff.  All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and at least 50% of registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNERCM professional, or equivalent. Very few Financial Planning firms in the UK meet these exacting standards.

At ASPL both our advising directors, Adrian Smith and Ivan Hutchings, are CERTIFIED FINANCIAL PLANNERCM professionals. Adrian was also awarded Chartered Financial Planner status in December 2012. That makes him one of only a small group of financial planners in the UK to hold both the top two ‘individual’ financial qualifications.

 “As the economy lurches from one crisis to the next, it’s important for clients to have absolute confidence that they are receiving an independent financial planning service of the highest professional standard and, in 2013, being accredited and well qualified is essential,” says Adrian.

“Clients know they can trust us to help them take a well-rounded, long term view of investing and achieve their financial objectives – even in volatile or tough times. We are proud to have achieved this powerful recognition of our commitment to professionalism and outstanding client service.”

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Advice is up to date and presented in a form that is understandable. Mrs S - Leicestershire

FCA Statement

Accreditations

Adrian Smith

Chartered Financial Planner
Chartered Wealth Manager
CFP-CM

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