Dental advisors first to be awarded Chartered Financial Planner status

The Chartered Insurance Institute (CII) has awarded PFM Dental (Financial Advice) Chartered Financial Planner status, the financial planning industry’s gold standard of excellence and integrity. PFM Dental, which offers independent financial advice, a professional dental sales agency, practice valuations, and chartered accountancy services, is the first organisation dedicated to advising dentists to be awarded Chartered Financial Planner status.

To be awarded Chartered Financial Planner status, an organisation has to have CII approved financial qualifications well beyond the minimum requirements, be able to demonstrate relevant experience, adherence to the CII's Code of Ethics and Conduct and a commitment to continuing professional development.

PFM Dental director, Jon Drysdale, commented: "Because such high standards of professionalism, capability and ethics are required, Chartered Financial Planner status is conferred on fewer than 10 per cent of UK financial advisory firms. We are delighted to be the only financial advisers dedicated to the dentistry profession to meet the criteria."

PFM Dental offers independent financial advice exclusively to dentists. For more information visit www.pfmdental.co.uk