Thursday, April 12th, 2012
Jessop Financial Planning is Sheffield’s First Accredited Financial Planning Firm
Jessop Financial Planning Limited is proud to announce that it has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM, the first firm in Sheffield to gain this status.
Jessop joins only 43 other firms in the UK who have been awarded the title by the IFP, the professional body for Financial Planners. The Accreditation is only granted to those firms that have been assessed as offering the highest professional standards of Financial Planning service and advice to their clients.
In order to gain approval, Jessop had to demonstrate commitment to a full Financial Planning service for its clients as well as to the IFP’s Code of Ethics and Practice Standards, while ensuring that its advisers are qualified to advanced levels of technical competence. Jessop also had to show that it has a transparent fee structure and a clear and robust investment philosophy. Very few other Financial Planning firms are able to meet these rigorous standards.
Ben Westaway, Jessop’s managing director, said: ‘We are delighted to be the first, and currently the only, firm in Sheffield to be recognised in this way. We know that our clients not only expect, but also greatly appreciate the highly professional service that we provide for them. It is a great fillip for us now to have gained external recognition as one of the premier Financial Planning firms in the country.’
This marks the end to a promising first quarter for Jessop; assets under management have recently surpassed £6m, having grown by more than 100% over the preceding 12 months, and are expected to reach £8.5m by the end of the year.< Back