Accredited Financial Planning Firms logo
Two firms have joined the Institute of Financial Planning's Accredited Financial Planning FirmsTM register.
Carbon Financial and Adrian Smith & Partners bring the total number of firms on the register to 57.
Carbon Financial has three offices in Edinburgh, Aberdeen and Perth and is run by managing director Gordon Wilson. It has six directors, six Financial Planners and six Paraplanners as well as 14 client services staff.
Carbon Financial is only the fourth firm in Scotland to receive the accreditation after Forty Two Wealth Management, Acumen Financial Planning and Loch Fyne Financial Management.
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Adrian Smith & Partners was established in 1999 and is based in Warwickshire. Directors Adrian Smith and Ivan Hutchings are both CFPCM professionals. The company particularly works with company directors and business owners as well as those approaching retirement.
Accredited Financial Planning Firms recognise those firms which demonstrate the highest professional standard and quality of Financial Planning.
They must also commit to the IFP Code of Ethics and Practice Standards and have appropriately qualified staff in place. At least 50 per cent of the firm's registered advisers must be CFPCM.
All individuals providing financial service must also have been tested on their Financial Planning skills at an advanced level or be being mentored by an appropriately qualified Financial Planner.
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