News Article

Congratulations to Sarah Neale
12 July 2010

Congratulations to Sarah Neale of Thornbury based Independent Financial Advisers, Morgan Stone Independent Limited, who has been awarded Chartered Financial Planner Status by the CII.

Chartered Status is the profession’s gold standard for financial planners.  All Chartered Financial Planners have completed degree level professional qualifications and have at least five years experience.  They adhere to a code of ethics and commit to ongoing professional development.

Every Chartered Financial Planner is a member of the Personal Finance Society and is associated with the highest standards of professionalism.  You should therefore be confident that a Chartered Financial Planner can be relied on to consider your personal circumstances and devise a plan to help you meet your needs, fulfil your aspirations and help provide you with a secure financial future.

If you would like to book a Free Initial Consultation, with no obligation, please contact Sarah on Tel:  01454 415757 or by Email: enquiries@morganstoneindependent.co.uk

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