Welcome to
The County Partnership
"Effective financial planning
can make a difference to people’s lives”
IFP APPROVES THE COUNTY PARTNERSHIP AS AN ACCREDITED FINANCIAL PLANNING FIRMTM
We are delighted to announce that The County Partnership has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM.
IFP is the professional body for Financial Planners in the UK. It awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to its clients.
To successfully meet the criteria for approval, it is necessary to provide a comprehensive Financial Planning service within a clear fee structure, and have robust and consistent processes in place for establishing and managing client investment portfolios.
We also had to demonstrate commitment to the IFP’s Code of Ethics and Practice Standards as well as having appropriately trained and qualified staff. All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and at least 50% of registered advisers must be qualified as a Certified Financial PlannerCM professional, or equivalent.
Very few Financial Planning firms in the UK meet these exacting standards and we are one of the first 30 firms to be designated as an Accredited Financial Planning FirmTM in the UK.
We are naturally extremely pleased to be recognised in this way and this further demonstrates our commitment to meeting client expectations and their financial planning requirements in a professional and client focused manner.
Originally formed as a partnership in 1993, The County Partnership has built an enviable reputation for providing practical financial advice. Integrity and professionalism have been the foundation of our success.
Our main objective is to help clients make better lifestyle and financial choices via a fee based financial planning and wealth management service.
We believe that if independent financial advice is required, it should be provided by a fee based firm as this removes any product bias and ensures the adviser focuses on providing truly independent advice for the client.
Financial planning should offer much more than just product selection. It should stretch beyond the product maze and help clients to understand what they are trying to achieve and how they might reach their financial goals.
Whatever level of service is required, The County Partnership have the solution through one of our bespoke financial and lifestyle planning options.
We will discuss and agree the best option with each client before the advice process starts, based on their circumstances and requirements. This ensures a personalised and focused service is offered to maximise success.
Please browse our Website and contact us if you have any queries or require any additional information.
