Chartered Status For Sheffield Financial Planner

Chartered financial planner

Paraplanner Sally Talbot has achieved Chartered Financial Planner status, further strengthening our thriving Sheffield office.

We are delighted to announce that the Chartered Status of Russell Ulyatt has been further strengthened as paraplanner Sally Talbot has successfully completed the Chartered Insurance Institute’s (CII) accreditation to become a Chartered Financial Planner.

Sally’s success strengthens our thriving Sheffield office which has taken on three new members of staff over the last 12 months. Joining Russell Ulyatt’s Sheffield team in 2017 as a paraplanner, Sally has flourished, achieving Chartered Status in less than two years. She draws from a wealth of experience gained in previous roles, which included providing whole of market financial advice at Grant Thornton, as well as Aviva, where she was advising on savings and investment planning for almost a decade.

Sally TalbotCommenting on her achievement Sally said:

“Being awarded chartered status is a proud moment for me. It is great to receive official recognition for achieving the CII’s standards of excellence. It  provides additional reassurance to our clients to know they are in the best hands when dealing with their financial matters.”

Ian Browne, our Head of Advice, added:

“Across The RU Group we have embedded a strong culture of learning and development by supporting the team in training and in achieving qualifications. Sally is a huge asset for our Sheffield team, which continues to go from strength to strength. We believe that Chartered Status recognition is important for Russell Ulyatt’s clients and staff, enabling them to feel confident that they are with a company which continues to invest in training, development and demonstrates the highest standards of excellence and professionalism.”

Russell Ulyatt Financial Services is at the heart of The RU Group. It has been recognised as one of the best financial planning firms in the UK for three consecutive years, achieving Chartered status from the premier professional body for the insurance and financial planning professions.

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