Dedham: Chartered Financial Planner status for Kingsfleet Wealth
ESSEX-based financial services firm Kingsfleet Wealth has received Chartered Financial Planners accreditation from the Chartered Insurance Institute (CII).
Chartered status is awarded to firms which meet rigorous criteria relating to professionalism and capability, and which commit to the CII’s Code of Ethics.
Kingsfleet, which is based in Dedham, specialises in independent advice, wealth management, financial planning and advocacy, and investment solutions.
Colin Low, financial planning director at Kingsfleet, who also holds the individual Chartered Financial Planner title, said that securing chartered status was 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,” he added.