Michael Doy from Imperial Financial Planning in Leicestershire has become the 4,000th Chartered financial adviser.
A member of Tenet’s investment network, TenetConnect, Doy (pictured) began his journey to Chartered status in 2009 and achieved his required 290 points at the end of 2013, when he received the results of his Advanced Diploma in Financial Planning.
He said “The study involved to obtain Diploma status really does improve your level of technical knowledge which I then found the Advanced Diploma in Financial Planning brought together in a holistic way – it really made me look at things in a fresh light.”
Mr Doy said being Chartered fitted in with Imperial’s business plan for the future, which encompasses areas of advice such as Estate Planning and Corporate Financial Planning and also differentiates you from other advisers in the eyes of clients, especially in a post-RDR world.
He said: “It’s not only about qualifications but also about standards, as you have to adhere to the PFS’s Code of Ethics. I’m proud to have attained Chartered status and would encourage anyone who wants to raise their game to consider it.”
Helen Turner, Tenet Group distribution and development director, added: “We are pleased that an increasing number of our members have attained or are on the journey to Chartered status and continue to support members in extending their professional development beyond QCF4.”
