Isis Financial Planners has been awarded the title Chartered Financial Planners by the Chartered Insurance Institute (CII).
Chartered status is only awarded to firms which meet rigorous criteria relating to professionalism and capability. All chartered financial planners commit to the CII's Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
Carterton-based Isis Financial Planners, formed in 1992 by partners Louis Letourneau, Jane Mudge and Maggie Fleming, specialises in providing personal wealth management advice particularly on investments, pensions and tax.
Mr Letourneau said: "As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers. To date, there are fewer than 300 firms who have achieved Chartered status, indicating this is an exclusive award reserved for the leading firms within the financial advice market.”
Comments: Our rules
We want our comments to be a lively and valuable part of our community - a place where readers can debate and engage with the most important local issues. The ability to comment on our stories is a privilege, not a right, however, and that privilege may be withdrawn if it is abused or misused.
Please report any comments that break our rules.
Read the rules hereComments are closed on this article