The Eastbourne-based IFA firm was granted the prestigious title of ‘Chartered Firm’ by the Chartered Insurance Institute having met its rigorous criteria related to professionalism and capability.
All Chartered firms commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
Since Platinum Portfolios’ inception in 1999, the company has continually encouraged the advisers and staff to achieve accreditation through professional qualifications and Investors in People.
The firm was acquired by Perspective Financial Group in December 2009. It is run by Managing Director, Ian Blackburn, with fellow directors, Mark Taylor, Sue Towner, Paul Winder, Phil Carr and Anthony Morrow.
Platinum Portfolios becomes the fourth Perspective Group firm to hold Chartered Firm status following on from Rutherford Wilkinson, Leedham Independent Financial Advisers and Harrogate Financial Solutions.
Ian Blackburn, Managing Director of Platinum Portfolios, commented:
“It is a very special achievement for Platinum, our staff and clients to have achieved Corporate Chartered status. As most firms will know the process takes a considerable amount of time and effort and to have finally been recognised by the CII is particularly pleasing as it vindicates and justifies the work that we have done and the way we conduct our business.
"Since joining Perspective Financial Group we have been offered a considerable amount of support in many areas and the Group has been 100% behind our push for Chartered status.
"We can now move the business on to the next stages of its development with a continued focus on our core business and the opportunity to explore some of the opportunities that being part of a Group like Perspective can offer.”
Julie Hepworth, Group Regulatory Manager at Perspective Financial Group Ltd, said:
“Our policy is to support all our Group firms that wish to achieve Chartered status and to see Platinum achieve their aims in this area is particularly gratifying.
"It is our intention for all firms to be operating at the highest professional level and, as we move forward towards the new RDR landscape, we will continue to encourage all Perspective firms to see Corporate Chartered status as the ultimate goal.
"Our commitment to ensuring that all Perspective Group firms operate to the highest standards and provide an exemplary service to clients is highlighted in the advice and support we provide our firms in order to help them meet their targets and ambitions.”
