National IFA Perspective Financial has announced another of its firms has attained chartered status.
Surrey-based Financial Connection Wealth Management was accredited by the CII following its acquisition by Perspective in April. Financial Connection becomes the fifth Perspective office to hold chartered status, following on from Rutherford Wilkinson, Leedham Independent Financial Advisers, Harrogate Financial Solutions and Platinum Portfolios. Julie Hepworth (pictured), Perspective's group regulatory manager, said the firm would continue to push for more of its offices to attain chartered status. "We continue to work with all our offices to help them achieve chartered status and ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes