There is already a plethora of directories of UK financial advisers so why am I telling you about yet another one? Financial Planners Elite is quite simply unique mainly because, as its name suggests, it is an elitist directory. Criteria for membership is stringent. To become a member you must be, not only an independent financial adviser (IFA), offering unbiased financial advice, you must also be a Chartered Financial Planner and/or a CFP (Please note that ‘CFP’ and its longer form ‘Certified Financial Planner’ are registered trade marks of the Institute of Financial Planning).
Financial Planners Elite is the first directory to promote Chartered Financial Planners and CFPs together – and to the exclusion of all others. Why? Because such financial planners are the crème de la crème of the profession. In fact, in my view, they are the profession, whilst the bulk of IFAs are still entrenched in the financial services industry of the past when they were simply the retail arm of the insurance company wholesalers.
Chartered Financial Planners and CFPs have not only proven technical knowledge far beyond the average financial adviser; they have also, by the hours of leisure time they have sacrificed, and the money they have spent to attain their qualifications, proven commitment to giving the best financial advice to their clients. Sadly the majority of consumers are unaware that there is such a disparity of financial adviser qualifications – let alone how special Chartered Financial Planners and CFPs actually are. Financial Planners Elite is determined to raise the profile of these leading financial advisers. Why would consumers settle for average when they can have the very best financial advice?
Please do have a look at this new website financialplannerselite.com. Don’t be disappointed if you cannot find an adviser where you live. The number of advisers on the website is as yet small, as it has only just been launched, but it is likely to catch on very quickly by the look of the people already involved. You will, of course, find Arch Financial Planning Limited under the GU postcode.
Please note that Arch Financial Planning Limited is not responsible in any way for the advice that you might receive from any other advisers listed on the Financial Planners Elite website. Whilst we know many of these advisers by reputation and indeed some personally, and believe these to be the cream of our profession, we cannot be responsible for advice that is provided by others. You should not agree to deal with a financial adviser merely because he or she is listed on any website but you should make sufficient enquiries to satisfy yourself that you are dealing with someone you can trust with your and your family’s future financial planning.
If you would like to discuss any aspect of your financial planning, irrespective of where you live, then please do get in touch. If you already deal with an Arch adviser then please talk to him or her, otherwise telephone 01483 204600 or email enquiries@arch-fp.co.uk.