Forty Two achieve accredited financial planning firm status



We are delighted to announce that Forty Two is one of only 25 firms to be awarded Accredited Financial Planning Firm status by the Institute of Financial Planning. We are extremely proud to be one of the first 25 firms in the UK (and so far the only firm in Scotland) to have met the strict conditions for accreditation.

Accredited Financial Planning FirmsTM represent excellence in Financial Planning service as identified by IFP. They have been assessed by the IFP and demonstrate professionalism through the calibre of their staff and the service they provide to clients. The Institute of Financial Planning (IFP) recognises these firms as leaders in the profession, in addition to recognising individual excellence in Financial Planning via Financial Planning qualifications such as CERTIFIED FINANCIAL PLANNERCM certification, the globally recognised standard of excellence in Financial Planning.

Accredited Financial Planning Firms must meet IFP’s strict criteria, abide by the code of ethics and practice standards of their professional body, and demonstrate the highest standards of Financial Planning practice.

Leave a Reply