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Two in a Row for Russell Ulyatt Financial Services

Nottingham based wealth management company affirms its exemplary professional standards by achieving coveted chartered status for second year running.

Russell Ulyatt Financial Services, a leading firm of independent financial advisers headquartered in Nottingham, has ended the year on a high, building on its 2016 success by once again achieving Chartered status from the premier professional body for the insurance and financial planning professions.

The company, which has operated in Nottingham for over 130 years and is based at the ng2 Business Park, has again been awarded the landmark “Chartered Financial Planners” title by the Chartered Insurance Institute (CII) following further rigorous scrutiny of its professional practice in the conduct and management of its business.

To achieve this award, Chartered Financial Planners are required to demonstrate their commitment to the CII’s Code of Ethics, reinforcing the highest standards by ensuring that their employees are competent, knowledgeable and ethical in their work.  With its commitment to facilitating the ongoing professional development of staff, Russell Ulyatt is delighted to receive this external validation of the high quality its business practises.

Being awarded corporate chartered status is important for clients, enabling them to feel confident that they are with a company which continues to receive official recognition for its standards of excellence and professionalism and its strong set of core values and its ethical work practices.

For Russell Ulyatt achieving Chartered status for the second year is particularly commendable as it demonstrates that the high standards required by the CII are deeply embedded in company practice.

As Ian Browne, Head of Advice at Russell Ulyatt, explains: “Achieving this status once again is another significant milestone for the company and demonstrates our continued commitment to raising the expertise, knowledge and professionalism of our staff. It’s also a source of professional pride for our employees who are very pleased to receive this much-deserved endorsement of their sustained commitment.

I am therefore delighted for our staff and our clients that we have again achieved this highly prestigious endorsement from the CII.”

To date, fewer than 750 firms nationwide have achieved Chartered status illustrating that this is a highly exclusive award reserved for the highest achieving firms within the financial advice market.

Russell Ulyatt Financial Services is part of The RU Group, a leading firm of independent, personal and corporate financial advisers. The RU Group consists of Russell Ulyatt Financial Services, Hart Shaw Financial Planning Limited, Greenhalgh Financial Services and Shevill Parkes Financial Services. It currently has over £450 million in private wealth under management in its model portfolios and investment propositions.


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