Reasons to Use a Certified Financial Planner

Finding someone you can trust when it comes to helping you to plan your finances is essential. That’s why CFPCM professionals should be your first choice. CFP certification is the only globally recognised mark of professionalism for Financial Planners. When seeking objective, expert and trusted financial planning advice you should always look for those who carry the CFP mark.

A CERTIFIED FINANCIAL PLANNERCM professional will help you to review all of your options so you can make informed decisions about what you want from life both now and in future. They’ve been tested to make sure they meet rigorous international competency, ethical and professional practice standards. They are qualified to deliver integrated financial solutions that allow you to take control of your finances and achieve your life goal so the best financial planning results come from working with a CFP professional. You can have confidence that they will be putting your needs and interests first at all times.

There are over 139,000 CFP professionals in practice globally, in 24 different territories including almost 1000 in the UK. The CFPCM mark is recognised as the global symbol of excellence in Financial Planning. (Source: Institute of Financial Planning, 2012)

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