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Mercer & Hole Financial Planning awarded Chartered status

Mercer & Hole Financial Planning (MHFP) are delighted to announce that we have been awarded the status of corporate ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII).

This means the firm has met the CII’s demanding criteria to be awarded Chartered status, a coveted ‘gold  standard’ of excellence. It distinguishes the firm as formally recognised for offering full financial planning advice for individuals at the highest level of quality and integrity.

All advisers within a chartered firm have secured higher level qualifications and have to prove that they have the relevant knowledge and experience to be able to advise clients with confidence.

Mercer & Hole Partner, Gill Tallon, who heads up MHFP commented on the corporate Chartered status, saying “At Mercer & Hole we are proud to have a team of tax specialists and financial planning specialists who work closely together to offer a truly joined up service. We work with our clients to ensure they understand their personal balance sheets and how to maximise the bottom line. This accreditation reflects the professionalism and achievements of the staff we are so proud of.”

 

 

Date: 8th September, 2014
Author: Mercer & Hole Media

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