In October 2020 Neil Homer our Lonsdale Wealth Management independent financial adviser working in our Stafford financial planning team, qualified as a Chartered Financial Planner.
Chartered Financial Planner status is the highest industry status granted by the Chartered Insurance Institute and is awarded following qualification of the Advanced Diploma in Financial Planning Lonsdale Wealth Management encourage all their Independent Financial Advisers to further their knowledge by studying for advanced exams and several financial consultants in our other offices are also qualified Chartered Financial Planners or Chartered Wealth Managers.
‘I am delighted to become a Chartered Financial Planner, having studied and passed a series of very challenging exams. To gain chartered status you must pass the Advanced Diploma in Financial Planning and also have five or more years’ relevant financial planning experience. As I have worked in the financial services industry over twenty years, I have considerable experience of offering independent financial advice within Staffordshire and Shropshire. I now work mainly with clients living in Stafford, Penkridge, Eccleshall and Stone.’
’The Chartered Insurance Institute’s code of ethics requires a financial adviser to always act in the best interests of each client which is how Lonsdale Wealth Management financial advisers operate. We are not biased towards any provider and our financial planners offer cost effective investment advice which puts our clients’ financial interests first. Our core values of integrity, reliability and offering value at all times are appreciated by our clients. Like all financial advisers a Chartered Financial Planner signs up to an ethical code and undertakes continuing professional development, so their financial planning knowledge stays up to date. If you would like financial planning advice from an independent financial adviser in your local area please contact your local Lonsdale financial planning team in Stafford on 01785 711578.’