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Tim Cosby, Independent Financial Advisers of Langtons has been awarded Chartered Financial Planner status.

What is Chartered Financial Planner Status?

The chartered status shows that Tim has obtained and maintained the highest and most prestigious level of professional achievement to the same standing as other chartered professionals, such as surveyors, engineers and accountants.

Chartered Financial Planner status is achieved by an IFA completing qualifications equivalent to the level of bachelor degree (BS, BSc), attaining a minimum of 290 exam credits including 180 Advanced Financial Planning Certificate (AFPC) level credits; having a minimum of five years’ relevant industry experience; adherence to the Chartered Institute of Insurers (CII) Code of Ethics and Conduct and a demonstration of at least three years’ Continuous Professional Development.

The CII is the world’s leading professional organisation for insurance and financial services. Its members are committed to maintaining the highest standards of technical competence and ethical conduct. It ensures that all members comply with minimum standards and inspires many more to achieve advanced levels of technical and professional competence.
The introduction of Chartered Financial Planner status demonstrates to consumers that independent financial advice is today being delivered more professionally, with a view to holistic financial planning – not product sales.

As of the 2nd October 2008, only 1515 advisers UK wide have been awarded the chartered financial Planner Status (Source CII) this illustrates Tim’s achievement.

Tim joined Langtons in January 2003 and has 23 years experience in the profession, as an Independent Financial Adviser he provides a ‘Whole of the Market’ service apposed to the services from just one company.

“I joined Langtons to be able to provide a more comprehensive service to my clients; with so many new financial products and services available I cannot emphasise enough the benefits of truly independent financial advice and regular reviews, especially in light of the current financial climate and regular changes to legislation and taxation.” Tim Cosby

Langtons is one of the longest established firms of Independent Financial Advisers within the Southwest, notably Devon and Cornwall, with advisers now located throughout Devon, Cornwall, Somerset and Dorset and Surrey.

Langtons firmly believe that the opportunity to take Independent Financial Advice should be available to all; Tim commented “Financial Advice is not just for the wealthiest in society; it is a complex area brimming with jargon, everyone should have access independent, clear, straightforward advice.”