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Chartered status confirmed for Russell Ulyatt Financial Services

Russell Ulyatt Financial Services, one of the region’s leading wealth management and financial advice firms, has announced that it has once again achieved Chartered status from the premier professional body for the insurance and financial planning profession, the Chartered Insurance Institute (CII). 

This is the fourth year in a row that the firm, which is headquartered in Nottingham with offices in Derby and Sheffield, has achieved this coveted accreditation.  

The firm was awarded the landmark

“Chartered Financial Planners” title by the CII following rigorous scrutiny of its professional practice in the conduct and management of its business. Achieving the title four consecutive times demonstrates that the high professional standards required by the CII are deeply embedded within Russell Ulyatt’s practice and culture.

Ian Browne, Head of Advice at The RU Group explains:

“Achieving Corporate Chartered status requires a percentage of the company’s financial planners to be Chartered themselves. As you can imagine, as the firm grows, the more challenging it is to maintain the Chartered status as the numbers of Chartered staff must grow with it. This therefore requires our staff to undergo continual professional development to pass the required exams. We have placed great emphasis on this over recent years and have embedded a ‘culture of learning’ into the business as having highly skilled, knowledgeable financial planners ensures we achieve excellent results for our clients.”

Ian adds:

“However, it is not just about the exam success. The CII also place great importance on firms adhering to its professional Code of Conduct in their daily interactions with clients, staff and professional partners. This is something we regard highly, as do our clients, and I am pleased that this has been recognised by the CII.”

To date, fewer than 750 of over 5,000 financial advice firms nationwide have achieved Chartered status illustrating that this is a most exclusive award reserved for the highest achieving firms within the financial advice market.

Russell Ulyatt Financial Services is the Chartered firm at the heart of The RU Group which also comprises Greenhalgh Financial Services, Hart Shaw Financial Planning and Shevill Parkes Financial Services. The company has roots in financial advice dating back over 135 years, currently employs over 60 people at its offices in Nottingham, Derby and Sheffield and manages over £500 million of funds on behalf of its clients.

The firm has been named in leading industry publication New Model Adviser’s ‘Top 100 Firms’ and is listed as one of Advisory HQ’s Top 11 ‘Best Independent Financial Advisers’ in the UK.


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