Isis Financial Planners' latest news
Chartered Financial Planner Status For Isis' Jane Mudge - January 2010
Isis Financial Planners is immensely proud to announce that Jane Mudge, the company's pension expert has been authorised by the Personal Finance Society (PFS), as a Chartered Financial Planner. This award comes as recognition of Jane's significant financial planning experience and a series of examinations.
According to the PFS website "The Chartered Financial Planner title is awarded on application after the completion of a suite of qualifications designed to signal to the public that financial advisers and financial planners are 'fit for purpose'. It will mean that members of the public will be able to call on the services of suitably qualified professionals with confidence when seeking help with their financial planning needs." The website also states, "Chartered status is the pinnacle for the financial planning professional."
Jane said, "I am elated that I have achieved the status of Chartered Financial Planner. It is a great personal achievement for me and a fabulous endorsement of the professionalism and experience that Isis Financial Planners has come to stand for. I believe there are only a handful of Chartered Financial Planners in the whole of Oxfordshire".
Isis Financial Planners is now in the process of seeking Chartered status for the whole company.
To take advantage of Isis Financial Planners' experience, contact us and see how we can assist with your financial planning needs.
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