Crown Wealth Management Ltd has been awarded the prestigious ‘Chartered Financial Planners’ title by the Chartered Insurance Institute (CII)
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
Crown Wealth Management Ltd specialises in providing advice on all types of investment and life assurance for individuals and businesses.
Brian Benson, managing director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for his company: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”
To date, less than 150 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.p>
