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
Articles from this Author
27th March, 2019
End of year checklist for 2018/19 tax year
14th March, 2019
Mercer & Hole Partner, Chris Laughton offers expert opinion in court case: Brewer v Iqbal
19th October, 2018
Tales of the unexpected : UK tax where you didn’t think you would find it….
12th October, 2018
Mercer & Hole partners attend INSOL Europe Annual Congress 2018
Contact Our Partners
Choose from the drop down menu below to select a Partner to contact.
For the latest Mercer & Hole news, visit our LinkedIn page mercer-&-hole