IFA firm attains Chartered Financial Planner status

Published on

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.””

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

LendInvest posts record £1.44bn lending year

LendInvest recorded its strongest ever year for lending in the 12 months to 31...

Fleet Mortgages broadens buy-to-let criteria for foreign nationals and limited companies

Fleet Mortgages has widened its lending criteria for buy-to-let borrowers, introducing greater flexibility for...

Six-times salary lending quadruples as lenders loosen affordability

The number of mortgage lenders willing to offer loans worth six times a borrower's...

Buy-to-let lending remains ahead of last year despite slower start to year

Buy-to-let lending increased in the first quarter of 2026 compared with a year earlier,...

Market Harborough reveals £120m Gen H mortgage portfolio acquisition

Market Harborough Building Society has acquired a £120m residential mortgage portfolio from Gen H...

Latest publication

Other news

LendInvest posts record £1.44bn lending year

LendInvest recorded its strongest ever year for lending in the 12 months to 31...

Fleet Mortgages broadens buy-to-let criteria for foreign nationals and limited companies

Fleet Mortgages has widened its lending criteria for buy-to-let borrowers, introducing greater flexibility for...

Six-times salary lending quadruples as lenders loosen affordability

The number of mortgage lenders willing to offer loans worth six times a borrower's...