The North Yorkshire-based IFA was granted the title by the Chartered Insurance Institute having met its professionalism and capability criteria. All chartered firms commit to the CII’s code of ethics, reinforcing the highest standards of professional practice in their business dealings.
Harrogate Financial Services Ltd becomes the third Perspective Group firm to hold chartered firm status following on from Rutherford Wilkinson and Leedhams Independent Financial Advisers.
Paul Smith, director of Harrogate Financial Solutions, said: “To have gained chartered status is a wonderful achievement for the firm and all those who work here. We have committed a considerable amount of effort to the process and to have finally been recognised as a ‘Chartered Firm’ is a fantastic culmination to all our efforts.
“As a business dedicated to delivering quality in all the services we provide it seemed an obvious step to work towards corporate chartered status and, with the help and support of Perspective, we have been able to achieve our ambition. Chartered firms are rightly recognised as leaders in their field and given the growing range of advisory services Harrogate Financial Solutions can offer we believe the business is in a particularly strong position to grow and develop our overall proposition.”
And Ian Wilkinson, group practice director at Perspective, said: “Achieving chartered status is no mean feat for any IFA firm therefore it is particularly pleasing to see Paul and all the team at Harrogate Financial Solutions mark this achievement.
“As an individual group firm it shows their commitment to achieving the highest professional standards and this accolade will leave their clients in no doubts that the firm has the highest standards of excellence.
“At Perspective we are committed to helping all our Group firms in achieving their ambitions be they in terms of business levels, or striving for chartered status. It is our stated aim to deliver a group offering which houses the top strata of financial advisers in the UK and we are committed to helping both existing and new acquisitions achieve this.”
