Financial advisers earn prestigious accreditation

Myles Jacobs

Myles Jacobs

Kellands Bristol, a firm of independent financial advisers based in Portishead near Bristol, has been accredited with the prestigious Chartered Financial Planner designation.

This accolade is recognised as the gold standard within the industry and represents the benchmark of professional excellence and integrity.

Only a small minority of financial advisers and firms are qualified as Chartered Financial Planners.

As well as their qualifications, which can take several years to achieve, Chartered individuals must satisfy ongoing requirements to keep their knowledge up to date, and undergo a programme of continued professional development each year.

As a Chartered Financial Planning practice, Kellands Bristol is committed to ensure that their advisers and employees are fully competent, knowledgeable and ethical in their dealings.

The company also has to make an annual return to confirm that these requirements have been met.

This demonstrates that the company has an ongoing commitment to the highest standards of customer service excellence and professionalism.

Myles Jacobs, Managing Director at Kellands, comments:“At Kellands, we are delighted and proud to have attained Chartered status.

“It is not just recognition for passing exams, it represents a public declaration of our commitment to service excellence, and ethical practice. It also helps to differentiate us from many other advisory firms.”

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