The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to TM Asset Management Ltd, one of Leicestershire leading providers of financial advice.
Chartered status is an exclusive title only awarded to firms which 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.
TM Asset Management specialises in providing advice on all types of pensions, investment and life assurance for individuals and businesses.
Tim Rodgers, Chartered Financial Planner and Director, at TM Asset Management Ltd, commented:
“We have always prided ourselves on being thoroughly professional in everything we do, and we are delighted to receive external recognition in this way. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”
Tim Rodgers and Matthew Raine of TM Asset Management join an elite group of UK finance companies to be awarded Chartered Financial Planners status by the CII (Chartered Insurance Institute). To date, fewer than 400 firms have achieved Chartered status, indicated that this is a highly exclusive award reserved for the leading firms within the financial advice market.
Notes for Editors
TM Asset Management was founded by Tim Rodgers and Matthew Raine in 2013, and authorised by the FCA in 2014 to provide straightforward financial advice following more than 20 years each in the financial services industry.
TM Asset Management is authorised and regulated by the FCA Register Number 616688.
Any further queries please contact: Tim Rodgers, Chartered Financial Planner, TM Asset Management 0116 2542255 or email firstname.lastname@example.org.