Cheetham Jackson - Smart Investment

6 SMART MONEY If you were undergoing open-heart surgery you would want the best qualified, most experienced consultant heart specialist you could find.You’d probably be very concerned if the person operating on you had only got an ‘A’ level in biology! Whilst financial planning is important, it isn’t as important as saving a life, but, nevertheless, most of us want to make sure our investments and financial planning are in good order and working hard for us. It is of concern, therefore, that unlike other professions such as Accountancy and the Legal profession, the majority of current practising financial advisers need only to be qualified to ‘A’ level standard in order to give advice. Passing exams doesn’t guarantee excellence in financial advice, but it has been widely recognised that financial advisers need to be better qualified. So, from 2012, all practising advisers must be qualified to Diploma level (similar to degree level) and, eventually, the achievement of Chartered status will be the aspiration of all professional advisers. Ideally, good financial advisers will be both professionally qualified (by training and examination) and by experience. At Cheetham Jackson we are committed to achieving the highest levels of training, qualification, and good financial advice. As a Chartered Financial Planning practice, we already meet the standards and ethics required for a truly professional practice.We believe this sets us apart from the majority of financial advisers, and gives our clients confidence in our professionalism. The quality of advice is often poor. Poor Advice