19 Jul, 2016
deVere United Kingdom wins Chartered Financial Planner award
deVere United Kingdom has been awarded the prestigious corporate Chartered Financial Planners status by the Chartered Insurance Institute (CII), joining an exclusive group of firms in doing so.
Managing Director of the deVere United Kingdom office said that he was delighted for the team to have won the award, describing it as the “gold standard” for financial planning companies in the UK.
Coady did warn, however, that the team cannot afford to become too complacent, saying that this was just the start of a journey towards the top of the industry.
“Being awarded the corporate Chartered Financial Planners status illustrates our continual commitment to raising standards and expertise providing the highest quality advice backed up by world class service and support for our clients – our most valued asset.”
“Our focus on continual development is recognised by this achievement and helps to set us apart from our competition.”
He continues: “We set our sights high in order to achieve corporate Chartered Financial Planner status to demonstrate that we can provide the highest possible planning service to our clients by proving that we meet stringent criteria, regarding professional qualifications and ethical standards.
“There have been a raft of positive client-focused upgrades at deVere United Kingdom over the last 12 months and these, we believe, have helped the company receive this prestigious accolade.”
Mike Coady explains: “There are many factors that set deVere United Kingdom apart from its competitors in recent times. One is the sheer strength and depth, in all areas of financial advice, with specialist resources providing outstanding and bespoke opportunities through our advisors to our clients.
“A great example of this includes the Best Advice Team that brings together and shares best practice across the business. With strong relationships and regular interactions with external sources including: solicitors, investment managers and tax specialists. The team continually seeks and identifies areas of improvement, looking for new ideas to ensure deVere benefits its clients best interests. The ultimate aim is for deVere United Kingdom to become a ‘thought leader’ in respect of advice standards in the industry.”
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