IFP Accreditation

Plan 100 is very pleased to announce that we received IFP approval as an ‘Accredited Financial Planning Firm’ in April, a status which represents excellence in our Financial Planning Service as identified by the IFP.

Our Client Proposition and Financial Planning Service were assessed by them and they found that we demonstrated professionalism through the calibre of our staff and the service which we provide to you, our clients. We hope you agree with their assessment. Accredited Firms wishing to retain their accreditation, must meet the IFP’s strict criteria, abide by the code of ethics and maintain the practice standards of their professional body. Take a look at the Accredited Firm Register.

This was announced in New Model Adviser on the 2nd April.  New Model Adviser is the branch of citywire.co.uk that is for professional financial planners, publishing a regular magazine and posting articles and comment on their website. Take a look at the article here.

This achievement is a testament to the skill, professionalism and dedication of our entire Team, and further evidence of our continued commitment to the highest standards of advice and service to our clients.

If you are one of our clients we hope that you will join with us in congratulating our Team on becoming an Accredited Firm. If you are not yet a client and would to experience the difference that proper Financial Planning can make to your life, why not contact now?

Lance Baron

Certified Financial Planner (CFP) based in East Sussex, UK. We support people in Southeast England with more than £500K to invest by building a financial plan that will help them live the life they want… until age 100