Carbon is proud to announce that Financial Planner, John Bell, has been awarded Chartered Financial Planner status, adding to the status of Certified Financial Planner which he was awarded earlier this year by the Institute of Financial Planning (IFP).
These qualifications recognise advanced technical knowledge and the ability to formulate complex financial plans, adding to the numerous Financial Planning qualifications John already holds.
The IFP’s Certified Financial Planner qualification is the only globally recognised mark of excellence in the field and is a fantastic achievement which recognises John’s dedication to furthering his already comprehensive technical knowledge.
The Personal Finance Society (PFS) describes its Chartered status as “the pinnacle” for any financial planning professional.
John joins Gordon Wilson and Barry O’Neill to enter the elite band of Financial Planners to achieve both Chartered and Certified statuses.
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.
Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.
© Carbon Financial Partners 2024
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