Chartered Financial Planner Accolade

Blog // May 30, 2018

Gavin Wilkinson from The Insurance Partnership Financial Services Ltd (TIPFS) has received the title of Chartered Financial Planner, from The Chartered Insurance Institute (CII), the main awarding body in the financial services industry. 
The exclusive title is awarded to advisers that meet stringent criteria relating to professionalism and capability.
Gavin says:
“I’ve studied since 2012 and feel a huge sense of achievement to finally receive my certificate from the CII. Throughout my career I have been fortunate to have the support of my employer to progress at my own pace with backing from the other advisers who all work to support one-another, sharing specialist expertise in a variety of fields.”
Paul Newman, director of TIPFS says:
“I feel very proud of Gavin, he has worked tirelessly throughout his study whilst working full-time. As a business we have a commitment to excellence and to exceed the standards of professionalism and qualification levels within the business. This strategy has helped us to maintain our position as the leading financial services provider in Hull and East Yorkshire.”
“The TIPFS team now includes eighteen advisers, five of these are Chartered Financial Planners and two became Fellows last year.”
Paul Newman

Blog // June 18, 2018

Pension transfers skyrocket

Pension transfers out of private sector final salaries boomed in 2017. There was a dramatic increase in the value of number of pension transfers out of defined benefit (usually final […]

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