Torquil Clark awarded Chartered status

clock

Midlands-based IFA Torquil Clark has been awarded chartered financial planner (CFP) status by the Chartered Insurance Institute (CII).

The company, which currently has 13 advisers, joins a small band of firms awarded the same title. Currently less than 5% of UK firms have been awarded CFP status. John Chapman, Torquil Clark managing director, says the firm also hopes to secure chartered status for all its advisers. "Having chartered status really helps us to differentiate ourselves from the competition," he says. Chapman says Torquil Clark is looking to team up with solicitor firms come the deregulation of the legal industry and the introduction of alternative business structures (ABSs) at the end of the year. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

AI's energy demands pose responsible investing challenge

AI's energy demands pose responsible investing challenge

Advisers must rethink sustainable investment strategies to balance returns and ESG goals

Sahar Nazir
clock 07 March 2025 • 2 min read
More female advisers 'key to closing gender advice gap'

More female advisers 'key to closing gender advice gap'

'We are still a long way from gender equality in financial services’

Isabel Baxter
clock 07 March 2025 • 2 min read
PA Asks: Has the FCA got its one-year email deletion policy right?

PA Asks: Has the FCA got its one-year email deletion policy right?

This week’s poll also looks at HNWI UK exodous and the IHT gifting regime

Professional Adviser
clock 07 March 2025 • 1 min read