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  Wealth Management Firm Secures Chartered Status for Sixth Consecutive Year

Wealth Management Firm Secures Chartered Status for Sixth Consecutive Year

Wealth management and financial advice firm, The RU Group, has once again achieved Chartered status from the Chartered Insurance Institute (CII), the premier professional body for the insurance and financial planning profession. 

This is the sixth consecutive year that the Nottingham headquartered firm, with offices in Derby and Sheffield, has been accredited with Chartered Status and recognised as an exemplar in the field of financial management, planning and advice.

Following an extensive review of The RU Group’s professional conduct and management of its business operations, the firm was awarded the coveted accreditation of Corporate Chartered status. It demonstrates that the high professional standards required by the CII are deeply embedded within the culture, as well as the practice, of The RU Group.

The news comes just months after the firm reached another milestone and celebrated award success. Announcing more than £600million of assets under management for its clients in September, the team was then crowned SME Business of the Year at the 2020/21 Nottingham Business Awards in October.

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

“The CII requirements are getting more difficult for a firm of our size. Achieving Corporate Chartered status requires a larger percentage of the company’s financial planners to be Chartered themselves, which is an increasing challenge as we grow. However, we have successfully embedded a ‘culture of learning’ into the business to encourage ongoing professional development. As such, our clients work with a team of highly skilled, knowledgeable financial planners who are focused on achieving excellent results.”

Ian adds:

“Being recognised by the CII, achieving a record level of assets under management and being named as the Best SME in the Nottingham Post Business Awards has given the team a real boost as we reach the end of a challenging year. We look forward to what we can achieve in the year ahead”

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.

The RU Group 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 £600 million of funds on behalf of its clients.

 Picture: Ian Browne - The RU Group

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