Newby Castleman Financial Adviser Achieves ‘Gold Standard’ Success

Added by Love Business East Midlands | 16 June 2015

UPDATED: 16 June 2015

A financial adviser at Newby Castleman (Financial Services) Limited is celebrating after achieving a ‘gold standard’ qualification to become fully chartered in his profession.

John Freeman attained the prestigious Chartered Financial Planner status after enduring a series of eight assessments in various aspects of financial services, over an 18 month period. The title of Chartered Financial Planner is known to be the most widely accepted ‘gold standard’ qualification available for financial advisors in the UK.

John Freeman of Newby Castleman (Financial Services) Limited

Just 10% of Financial Advisors in the UK have achieved this accolade and those that do have demonstrated both commitment to their profession and an ability to apply the highest level of technical ability when formulating client recommendations.

Upon completing the final exam in March, John found out the good news a month later. John said:

“Gaining this qualification will enable me to continue providing the best service possible to my clients and is in tune with the high levels of firm practices that we aim for here at Newby Castleman.”

As of October 2014 just 4,303 advisors in the UK held the Chartered Financial Planner status. John also commented:

“Figures show the limited number of people holding this status and therefore attaining this qualification demonstrates Newby Castleman’s commitment to their clients and differentiates them from the competition.”

Gaining the Chartered status enables those that complete the course and their firms to raise their standards, knowledge and ethnical practice, as well as confirming to their clients that they can expect the highest quality of service possible.

Anyone requiring independent financial advice can contact John Freeman, Financial Advisor at Newby Castleman (Financial Services) Limited on 0116 254 9262 or email jdf@newbyc.co.uk.

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