Speak to an adviser 01244 347583

Innes Reid are proud to be Chartered Financial Planners

We have been bestowed the much coveted ‘Chartered’ status by the Chartered Insurance Institute (CII) – a measure of the very highest standards of professional excellence and integrity.

Chartered Financial Planner status is only awarded to firms with a “commitment to developing and maintaining the knowledge and capability of their people”. It also shows that we abide by, and adhere to, a serious code of ethical practice and demonstrates our very clear commitment to our customers.

People often wonder – what is a Chartered Financial Planner? Well, this title of Chartered Financial Planner is one that is given to financial planners and advisors in the UK, who are the top professionals in their field. It is reported that only about 10% of the country’s Financial Advisors are recognised under this title, which consists of those who are the highest qualified professionals, with the most notable experience in the business.

A Chartered Financial Planner holds the similar qualifications to those of a Chartered Accountant and Chartered Surveyor, which are equivalent to at least a first class honours Bachelors Degree. These established professions, including a Chartered Financial Planner, are granted titles by a governing body who have a strict criteria for such. As well as individuals carrying such a title, financial firms are able to apply for Chartered Financial Planners status, and they are only granted such if they can demonstrate ongoing high professional standards.

The abbreviation can sometimes be seen in use, CFP. This shorthand actually originated in the US, where the equivalent gold standard profession is also known as a Chartered Financial Planner, or a Certified Financial Planner. Other countries who use the same titles however do not necessarily meet the same criteria due to different governing bodies for different countries.

The FSA, the UK regulator the Financial Services Authority, deems that all Financial Advisors are qualified to a Level 6 (which is equivalent to degree level), just as the Chartered Financial Planner.

To conclude, a Chartered Financial Planner holds the highest qualifications and professional experience in their field. To choose an independant financial professional, or a firm, with this title, gives assurance that you are dealing with a top level Financial Advisor or Planner, who is recognised to the highest of standards by the FSA.

View the CII Code of Ethics

CII-logo

A brief history

Innes Reid is a leading team of highly trained and qualified independent financial advisers and wealth management experts.

As Chartered Financial Planners, and from our head office in Chester, we have been providing truly independent financial advice and support to both private and corporate clients, since 1999.

Whether it be for funding your personal goals, investment opportunities, planning and saving for your retirement, improving tax efficiency, supporting you through divorce or protecting your family or business, Innes Reid has the expertise and specialist knowledge to cover every aspect of your financial planning journey.

 

Meet our experts

We are independently owned and pride ourselves on attracting and retaining the very best independent financial advisers and paraplanners, who are assisted by a dedicated support team of administration staff.

Mark Reidford
Managing Director
James Keane
Associate Director
Sharon Aldridge
Office Manager
Vanessa Reidford
Accounting Manager
Sharon Rogers
Independent Financial Adviser
Darren Crane
Independent Financial Adviser
Stephen Davies
Independent Financial Adviser
Craig Kennedy
Independent Financial Adviser
Daniel Roberts
Independent Financial Adviser
Andy Williamson
Independent Financial Adviser
Andrew Chapman
Paraplanner
Sarah Gorman
Paraplanner
Gareth Morris
Paraplanner
Georgia Perry
Paraplanner
Richard Powell
Paraplanner
Thomas Williams
Financial Services Trainee/Apprentice
James Price
Administrator
Phil O’Donoghue
Administrator
Ethan Smith
Administrator

Find out how you could also join our impressive team here

Careers at Innes Reid

 

Want to work for Innes Reid?

 

As part of our continued growth strategy and expansion plans, we are looking for talented and motivated people to join our team of high quality and dedicated staff – this includes administration, technical support and financial advisers.

If you feel that you have the necessary qualifications and are interested in working with us, we’d love to hear from you!

 

Careers at Innes Reid

What you’ve been saying

 

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk