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Monday, 08 July 2013 11:04
Maze Wealth and Fensham Howes join IFP Accredited Firms register
Maze Wealth and Fensham Howes have become the latest Accredited Financial Planning FirmsTM.
The Institute of Financial Planning register recognises Financial Planning firms providing a clear Financial Planning service to their clients.
Maze Wealth is led by Dhan Sharma CFPCM and based in Beckenham, Kent. Mr Sharma set up Maze Wealth in March 2004 following a career in the city and work as a Financial Planner for two major accountancy firms.
Fensham Howes is based in Leeds and led by Giles Pidcock CFPCM and Lewis Howes. The company particularly specialises in management of private trusts and personal injury settlements.
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Accredited Financial Planning Firms are those firms which demonstrate the highest professional standard and quality of Financial Planning. To qualify firms must demonstrate they provide a comprehensive Financial Planning structure and clear remuneration service.
They must also commit to the IFP Code of Ethics and Practice Standards and have appropriately qualified staff in place. At least 50 per cent of the firms' registered advisers must be CFPCM.
There are now almost 60 Accredited Financial Planning Firms in the UK. Earlier this year the IFP launched an award to find the best-performing Accredited Firms and the winner will be announced at the IFP Annual Conference in September.
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The Institute of Financial Planning register recognises Financial Planning firms providing a clear Financial Planning service to their clients.
Maze Wealth is led by Dhan Sharma CFPCM and based in Beckenham, Kent. Mr Sharma set up Maze Wealth in March 2004 following a career in the city and work as a Financial Planner for two major accountancy firms.
Fensham Howes is based in Leeds and led by Giles Pidcock CFPCM and Lewis Howes. The company particularly specialises in management of private trusts and personal injury settlements.
{desktop}{/desktop}{mobile}{/mobile}
Accredited Financial Planning Firms are those firms which demonstrate the highest professional standard and quality of Financial Planning. To qualify firms must demonstrate they provide a comprehensive Financial Planning structure and clear remuneration service.
They must also commit to the IFP Code of Ethics and Practice Standards and have appropriately qualified staff in place. At least 50 per cent of the firms' registered advisers must be CFPCM.
There are now almost 60 Accredited Financial Planning Firms in the UK. Earlier this year the IFP launched an award to find the best-performing Accredited Firms and the winner will be announced at the IFP Annual Conference in September.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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