Good News

Our retail executive and successful business owner clients expect the best from all those around them.  As a business we recognise that we need to constantly improve and challenge ourselves to stay ahead of the pack and to ensure that we continue to be retained by successful and discerning people. We therefore work hard to ensure our peers and professional body (The Institute of Financial Planning) have the opportunity to judge our development and test our progress.

We have just returned from attending the IFP’s annual conference at Celtic Manor, further to which we are delighted to report:

Accredited Financial Planning Firm

The conference saw the IFP launch a register of Accredited firm’s where consumers can be assured of receiving the very highest quality of financial planning. In the IFP’s words: “The Institute of Financial Planning recognises these firms as leaders in the profession”. We are pleased to report that we are one of the first firms to pass the IFP’s rigid entry criteria (only 25 have!). We hope our clients are reassured to see that we are recognised as a firm that “does the job properly”.

David Norton Award

In addition we came a very close second in the much sought after “David Norton Award for Building Excellence” – a national award for firms who are en-route to excellence, judged by a team of our peers and greatly competed for. We were very pleased to have progressed as far as we did, but encouraged that somebody else obviously has more work to do than us!

Paraplanner of the Year

Gary receiving Paraplanner of the Year Award from IFP President Marlene Sharlton & Martyn Harrison (Axa)

Our financial analyst (or paraplanner to those in the profession), Gary Tunstall is a key part of the Brook-Dobson Brear team. We are very proud and delighted for him personally, that he was awarded the coveted Paraplanner of the Year Award 2011 – also a national award against stiff competition.

IFP Board

Last but by no means least, Andrew was appointed to the board of the Institute – voted by its membership.

All in all not a bad week. Hopefully this serves to reinforce that Brook-Dobson Brear are serious about the job of assisting our clients in planning for now and the future. We recognise that to continue as our client’s Personal Finance Director we need to remain at the top of our game and if there are any ideas about how we could improve then we would be delighted to hear them. At the same time if you have friends, family or colleagues who you think could benefit from a Personal FD then we would welcome the introduction.

I hope you will join me in congratulating Gary and Andrew

Posted by:
BDB Financial

Published:
October 6th, 2011

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