Introduction to Later Life Adviser (SOLLA)
May 10, 2020
Mini Budget Summary
July 28, 2020
Springfield Financial’s corporate Chartered financial planners status renewed for 2020. Issued by the Chartered Insurance Institute (CII).
An annually renewed award that every firm that holds Chartered status must adhere to an ethical code. A code that underpins broader commitments to professional values. These commitments include putting customers’ interests first, investing in the ongoing development of their people’s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.
Springfield Financial Services has publicly committed to a customer-first approach
Sian Fisher, chief executive of the Chartered Insurance Institute, said: “By achieving Chartered status Springfield Financial Services has publicly committed to a customer-first approach. We commend the business for showing commitment to the Chartered ethos.”
To find out more about what being Chartered means, you can take a look at this short video– https://vimeo.com/369328301
If you would like to arrange an initial no-obligation consultation via telephone or video, please telephone us on 01772 729742. Alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.
