IFA firm attains Chartered Financial Planner status

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Rutherford Wilkinson Ltd, an IFA firm which is part of IFA consolidators, Perspective Financial Group Ltd, has been awarded the title of ‘Chartered Financial Planner’ by the Chartered Insurance Institute (CII).

Rutherford Wilkinson became part of Perspective Financial Group in December last year and specialises in providing advice to a wide range of clients including corporate, individual and trustees.

The Newcastle-upon-Tyne based IFA is one of very few firms to have achieved Chartered status. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Ian Wilkinson, managing director of Rutherford Wilkinson Ltd, said: “Securing Chartered Financial Planner status is a landmark for Rutherford Wilkinson. 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 level of services to our customers. Rutherford Wilkinson sets itself apart by having specialist departments delivering tailored services. We recognise that areas of advice have become far more complex over recent years following changes in legislation and believe that advice at the highest level cannot be provided by the typical ‘general practitioner’ adviser.””

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