The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planner’ title to Graham Sneddon of Saltford-based Sneddon Financial Planning Partnership.
Chartered Status is the profession’s gold standard for financial planners and is only awarded to individuals who meet rigorous criteria relating to professionalism and capability. All chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
To date, just over 5,000 individuals in the UK have achieved chartered status, showing that this is a highly exclusive award reserved for the leading individuals within the financial advice market. Graham, who has also simultaneously become a fellow of the Personal Finance Society, offers clients a face to face Wealth Management service, dealing with all aspects of their financial planning.
He said, “I am extremely grateful to have received such prestigious external recognition of my professionalism. I have always been committed to providing a high-quality service and receiving chartered status is a big personal milestone.”
Sneddon Financial Planning Partnership specialises in providing personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages.
Additionally, the firm assists businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
Pictured above: Graham Sneddon of Sneddon Financial Planning Partnership