AN independent financial planning specialist has achieved the gold standard in its profession.
Wealth & Tax Management, in Stratford Road, Beachampton, Milton Keynes, had its Corporate Chartered Status granted by the Privy Council.
Chartered status is awarded to firms committed to developing and maintaining the knowledge and capability of people so they can deliver the highest quality advice. They must also work in an ethical manner.
The chartered title gives financial planning firms parity with other professionals, such as accountants and solicitors.
There are fewer than than 300 firms of Chartered Financial Planners across the country.
Chartered financial planning director Tony Byrne said: “We are constantly striving to be the most professional and qualified financial planners in the UK and encourage all our staff to achieve the highest levels of qualification in their chosen area.”