Beverley Independent Financial Adviser Achieves Chartered Status

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to cba financial services limited, one of East Yorkshire’s leading providers of financial advice.

Chartered status is an exclusive title which is only awarded to firms that 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.

cba financial services limited specialise in providing advice on all types of investments, pensions and life assurance for individuals and businesses and the firm also acts as a mortgage broker.

David Dunning, General Manager, says that securing Chartered Financial Planner status is a landmark for the firm: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying.   As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”

Steve Jenkinson, Managing Partner, said “We are delighted to be one of only 3 companies in East Yorkshire to be awarded Chartered Financial Planner status.  This allows us to demonstrate clearly that the professional standards we apply through the accountancy practice are mirrored within our financial advice arm and should set clients’ minds at rest that they will receive only the finest quality, independent advice.”

To date, just over 230 firms nationally (1 in every 5th town) achieved Chartered status, indicating that this is a highly exclusive award reserved for top firms within the financial advice market.

For further information, please visit the web site or contact David Dunning at cba financial services limited on 01482 881919 or email ddunning@cba-partnership.com