In 2007, PFI became one of the first firms in the country to achieve the accreditation “Chartered Financial Planners”, an achievement which we are justly proud of.
The Chartered Financial Planners status is considered to be the ‘gold standard’, held only by firms which demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice.
Over the years we have constantly continued to ensure colleagues acquire and retain the necessary knowledge and skills to deliver the highest quality service and advice.
Most recently and in addition to our Chartered Status, PFI has become an “Associate” firm which demonstrates the adoption of professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients and staff at its heart.
As a firm we are proud to continue our efforts to demonstrate our professional standards and adhere to the following core principles:
With a UK recession predicted, Lowes consultant, Craig Moffat looks at how investors and savers can take action to help protect their wealth and invest for the future in more turbulent times....
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Since pension freedoms were introduced, it has been possible to pass on a personal pension (defined contribution, including a SIPP) to whomever we wish.
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As the name suggests a balanced portfolio offers a carefully weighted set of investments, which ensures the portfolio is not skewed to an investment style of a particular set of investments.
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