Midlands Financial Advisers join elite few with Chartered Status
ISAACS Financials Services, a Solihull firm of financial advisers, has been awarded the prestigious status off Chartered Financial Planners by the Chartered Insurance Institute, making them one of only five firms in the Midlands to achieve this award.
Chartered Status is an exclusive title only awarded to firms who meet rigorous criteria relating to professionalism and capability.
All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
The firm's managing director, Jon Isaacs was educated at Alderbrook School in Solihull and has since clocked up more than 20 years experience in the financial services industry before forming Isaacs Financial Services in 2006.
The firm specialise in wealth creation and preservation and provide advice on all types of investment, pensions and life assurance for individuals and businesses. The firm also acts as a mortgage broker.
Jon comments: "We are delighted to have been granted the Corporate Chartered award. Isaacs Financial Services is committed to offering the people and businesses in and around the Midlands bespoke advice and a proactive service in a completely independent and transparent manner.
"We are focused on helping our clients to achieve their financial objectives. Chartered Status further underpins the fact that the people of Solihull can trust Isaacs Financial Services Limited. It signals our commitment to offering the highest level of customer service, which also includes the new FSA initiative of Treating Customers Fairly.
"To date, less than 150 firms in the UK have achieved Corporate Chartered Status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market."
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