Tuesday, September 28, 2021

Chartered status confirmed for Nottingham financial services firm

Russell Ulyatt Financial Services, the wealth management and financial advice firm, has once again achieved Chartered status from the premier professional body for the insurance and financial planning profession, the Chartered Insurance Institute (CII).

This is the fourth year in a row that the firm, which is headquartered in Nottingham with offices in Derby and Sheffield, has achieved the coveted accreditation.

The firm was awarded the landmark “Chartered Financial Planners” title by the CII following rigorous scrutiny of its professional practice in the conduct and management of its business.

Ian Browne, Head of Advice at The RU Group, says: “Achieving Corporate Chartered status requires a percentage of the company’s financial planners to be Chartered themselves. As you can imagine, as the firm grows, the more challenging it is to maintain the Chartered status as the numbers of Chartered staff must grow with it.

“This therefore requires our staff to undergo continual professional development to pass the required exams. We have placed great emphasis on this over recent years and have embedded a ‘culture of learning’ into the business as having highly skilled, knowledgeable financial planners ensures we achieve excellent results for our clients.”

Ian adds: “However, it is not just about the exam success. The CII also place great importance on firms adhering to its professional Code of Conduct in their daily interactions with clients, staff and professional partners. This is something we regard highly, as do our clients, and I am pleased that this has been recognised by the CII.”

To date, fewer than 750 of over 5,000 financial advice firms nationwide have achieved Chartered status.

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