Brian Benson is a Chartered Financial Planner, Certified Financial Planner and Managing Director of Crown Wealth Management Limited.
Brian has been in Financial Services since 1989 and has previously been a director of Canada Life both in the UK and their Isle of Man operation, Canada Life International.
The Certified Financial PlannerCM licence is the international accreditation for financial planning. It is the benchmark that combines vocational skills with technical expertise. The licence is renewed annually, providing that the planner satisfies certain ongoing educational requirements, has no upheld complaints against him or her and continues to abide by a strict code of ethics.
Additional qualifications include the Advanced Diploma in Financial Planning, AF1 Taxation and Trusts, AF3 Pension Planning, CF8 Long Term Care, and CF7 Lifetime Mortgages including Equity Release.
- There are four pillars supporting the Certified Financial PlannerCM structure: the four 'E's.
- Education - a Certified Financial PlannerCM licensee must achieve a high level of relevant professional accreditation.
- Examination - a rigorous assessment process through the submission of a detailed financial plan which is marked against the CFP standards.
- Ethics - fiduciary duty to clients, including explicit disclosure of remuneration.
- Experience - at least three years' relevant experience of financial planning in practice.
Although there are 80,000 CFP qualified planners worldwide, there are currently only around 1000 in the UK.
For more information about Crown Wealth Management, call us on 01743 276797 or send us a message via the contact page
