We are delighted to announce that Jenni Macdonald-Sykes, achieved Fellowship of the Personal Finance Society this month.
Here she talks about what it means to be a Chartered Fellow.
What is a Chartered Fellow?
Fellowship is the highest level of qualification offered by the Personal Finance Society (PFS), the leading UK professional body for financial planners. It is for members who have completed the Advanced Diploma plus additional studies. “..it shows the world that you have attained and maintained the most prestigious level of professional achievement.”
The Advanced Diploma involves around 600 hours of study, a minimum of 5 years industry experience, and provides you with Chartered status.
Chartered status cements your professional standing and gives you parity with other professions such as accountants and solicitors.
What does that mean for your clients?
It means that my clients can be confident that they are receiving the very best service from an adviser who has attained the highest level of industry qualification.
All member of the PFS are committed to adhere to the PFS Code of Ethics which is a set of principles to ensure advisers maintain high standards of integrity. This means that my clients can be assured that I will always provide a high standard of service and act in their best interests at all times.
The hard work doesn’t stop once fellowship is attained. To remain competent, I must continue to develop and maintain my knowledge by undergoing Continuing Professional Development.
Do you have a specialism?
Yes, I specialise in pensions and retirement planning.
I am also a member of Resolution, a family law organisation committed to a constructive, non-confrontational approach to family law matters. Much of my work is carried out in this arena, helping clients who are either going through divorce or recently divorced, to plan their finances for a secure future.
I must be mad, but I am planning to continue my studies.
My next step is to work towards accreditation with Resolution. There are currently only 27 Resolution accredited financial advisers in the UK and so completing the accreditation will demonstrate to both my clients and professional connections that I am an expert in this field.