TIPFS Has Been Awarded Chartered Financial Planners Status

Company News // June 7, 2018


We are delighted to announce that the Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to The Insurance Partnership Financial Services Ltd (TIPFS).

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, reinforcing the highest standards of professional practice in their business dealings.

TIPFS specialises in providing advice on pensions, all types of investment, life assurance and mortgages, through its team of eighteen advisers, five of which are chartered financial planners and two are Fellows of the Chartered Institute of Insurers, the highest individual qualification in financial services.

Paul Newman, director of TIPFS says that securing Chartered Financial Planners status is a landmark for the 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.”

“Our status adds to recent accolades including our appearance in the ft.com Top 100 Financial Advisers last year.”

To date, fewer than 700 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.

Inheritance Tax

Blog // June 18, 2017

State Pension Age Increase

Just one more year… The next increase in State Pension Age has edged nearer. Do you know when you will start to receive your single-tier State pension? You can use […]

Read More >