Special status awarded to Exeter business
A company in Exeter is one of the first in the West Country to be awarded Chartered Financial Planner status – the ultimate accolade for Independent Financial Advisers. Old Mill Financial Services LLP are delighted by the accolade which is given out by the Chartered Insurance Institute.
To qualify for the status the company must ensure at least half of their executive directors and partners each have Chartered Financial Planner status as individuals and at least 90 per cent of their customer facing staff have specialist financial services training.
Partner in charge Simon Cole said: “This status is recognition of our long term commitment to invest in training our staff.
“We believe that all our staff should receive training so that we can offer a genuinely high standard of service to all our clients and so that our staff are able to progress and develop.
“Six of our consultants have achieved Chartered Financial Planning status as individuals and we have now shown that the ethos of the whole firm fits with the highest aspirations.”
Old Mill has offices in Exeter, Shepton Mallet and Yeovil. Services offered include advice on investments, pensions, mortgages and insurance. Due to considerable expansion over the past two years the company is in the middle of a recruitment campaign which will the number of consultants.
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