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Tuesday, June 25, 2024

Preston Based Adviser Achieves Chartered Status

Independent Financial Adviser Gary Hayton of AFH Wealth Management Ltd has been awarded the prestigious ‘Chartered Financial Planner’ status by the Chartered Insurance Institute (CII).

Chartered status is an exclusive title only awarded to individuals who meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

AFH Wealth Management, specialises in providing advice on all types of investments, pension planning and life assurance for individuals and businesses.

Gary, who is also a Fellow of the Personal Finance Society, the highest attainable qualification in the industry says ‘I have always prided myself on being thoroughly professional in everything I do, and to receive external recognition in this way is very gratifying. As a Chartered Financial Planner, I can signal my commitment to the highest levels of service to my clients.’

Having previously worked for Nationwide Building Society in Preston, Gary is particularly keen to help individuals with their Financial Planning needs who have previously been advised by the Banks/Building Societies, who have had their ongoing service taken away or restricted.



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