We’re delighted to confirm that our Chartered status has been confirmed for the 5th year running, and our team gain further qualifications and awards.
Chartered Financial Planning Firm
This prestigious award recognizes our commitment to the highest standards both in the service we deliver to our clients and the professional development of our team.
This is huge news for us as the requirements for becoming and remaining a Chartered Financial Planning firm continue to increase as standards rise across our profession. Our ‘Culture of Learning’ is at the heart of our application each year. We place great importance on, and invest significantly in, the professional development of our staff so that we can provide the best service to you.
Our commitment to investment in our staff raises standards in the business and we are proud that nine of our client facing advisers are at a Chartered level or higher.
Chartered Status is awarded by The Chartered Insurance Institute (CII) and follows rigorous scrutiny of our business and our conduct, ensuring that we demonstrate our commitment to CII’s Code of Ethics. It is essential that we reinforce the highest standards by ensuring that our employees are competent, knowledgeable and ethical in their work.
We are thrilled to have demonstrated this again. We thank all staff for their commitment and hard work in making this happen during this unprecedented year.
New Model Adviser Top 100 Adviser success again!
Furthermore, we are delighted to share the news that we have once again been included in The NMA’s Top 100 Adviser list. Inclusion was not guaranteed for any firm this year given the turbulent times we’ve all witnessed, and so we are thrilled to have made the list which celebrates the best of the UK’s financial planning community.
New Model Adviser (NMA) assessed our business on a range of criteria, looking for evidence of well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards. The rigorous nature of this scrutiny makes our Top 100 placing all the more gratifying.
Nick Onslow - Chartered Financial Planner of the year finalist
The good news continues with confirmation that The RU Group’s Financial Planning Manager Nick Onslow is amongst the top 3 Financial Planners in the UK.
We are extremely proud that Nick, who has held Chartered status for 8 years, was shortlisted in the Personal Finance Society Awards in 2020/2021. This is a huge achievement for both Nick and the firm and is testament to the knowledge and expertise he brings to the team.
Nick continues to be the leader of our Chartered Status and our Culture of Learning. He champions continuous professional development within The RU Group and with his finalist placing shows that he practises what he preaches!
Nick saw off thousands of entries from other IFAs across the UK and had to complete a complex 18,000 word case study as part of the assessment process.
The Chartered Financial Planner of the Year Award is part of the Personal Finance Society’s annual awards. The awards celebrate those in the industry who continually raise professional standards and engage consumer’s trust.
Congratulations to Nick on this outstanding achievement.
CII Fellowship and Exam Success
Our Culture of Learning encourages all our team to pursue professional training regardless of their role in the business, or the stage of their career. We support all our colleagues in furthering their careers in financial planning and are delighted to share two further successes from our team:
Chartered Financial Planner, Jonathan Nicholls, has been awarded Fellowship status by the Chartered Insurance Institute of Leicester. John received the prestigious Mellor Plate and has been invited to the next annual dinner where he will be presented with the award..
Following success in his RO2 exam earlier in the year, Client Services Administrator Charlie MacNammee has recently passed his Pension and Retirement Planning RO4 Exam. Charlie is now well on the way to achieving his Diploma in Regulated Financial Planning.
We’d like to congratulate all our team for their dedication to professional development whilst maintaining the highest standards of financial advice for our clients.