Congratulations, Philip

We are pleased to announce that Philip Sullivan, a member of the Financial Planning team at Informed Choice, has passed his latest exam to complete the Advanced Diploma in Financial Planning from the Chartered Insurance Institute (CII).

The Advanced Diploma in Financial Planning goes beyond the benchmark exam standards and enables professional advisers to develop specialist planning capabilities.

Philip has now passed the examination requirements to become a Chartered Financial Planner.

Once approved by the CII, Philip will become the fifth Chartered Financial Planner at Informed Choice, a firm of Chartered Financial Planners.

This will mean all six Financial Planners at Informed Choice will be qualified to Chartered Financial Planner and/or Certified Financial Planner (CFP) professional level.

These represent the pinnacle of professional qualifications, above the minimum requirement established by the Financial Conduct Authority (FCA) at QCF Level 4.

Philip will join Mary, Nick, Martin and Andrew as a Chartered Financial Planner.

Shelley, Martin and Andrew hold the Certified Financial Planner (CFP) professional status.

Completion of the Advanced Diploma means Philip is well prepared to offer a sophisticated and comprehensive approach to financial management, ensuring that his clients receive a level of service that meets or exceeds their expectations.