Financial planner Joel Adams, one of the first to be issued a Statement of Professional Standing (SPS) by the CII, has kindly agreed to share his certificate so others can see what they look like (if they're interested).
From 1 January next year, all intermediaries - independent and restricted - will be required to hold an SPS as 'proof' they subscribe to a code of ethics, are qualified and have kept their knowledge up...
Third completed acquisition of 2018
March sales figures revealed
Three big drivers
No easy answers
Whatever the weather