Advance Wealth MD becomes Diploma qualified

Managing Director of Advance Wealth, Chris Clark has recently gained his Diploma in Financial Planning. Awarded by the CII, the leading professional body for the financial services sector. The Diploma leads to an advanced technical understanding and knowledge of key advisory areas of the industry. The modular structure of the Diploma has given Chris the opportunity to concentrate his studies on the subject areas that are relevant to him in his role with Advance Wealth, giving us the opportunity to ensure that we meet best practice in the market.

The Diploma also meets the new professional qualification requirements set out under the Retail Distribution Review by the Financial Services Authority, which comes into effect in December 2012. The Retail Distribution Review is designed to increase consumer confidence in purchasing retail investment products and increase the standards of advisors.

Advance Wealth wholeheartedly supports the raising of standards in the industry and has sought to ensure that it is compliant with the new requirements well in advance of the deadline, demonstrating our long term commitment to the investment sector. As a company we pride ourselves on our professional capability and adherence to strict standards of conduct.

We are confident that the range of investment advice and the products that we provide are second to none in the market place and believe that it is of vital importance that we build up and maintain good relationships with our clients. We look forward to demonstrating that we are a financial services organisation that can be trusted and that clients can have confidence in.