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| 24 October 2007 |
| RPG Consulting Limited-Proud to be Chartered Financial Planners |
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We have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII)-The first in Wales and one of 60 firms in the UK.
This is the industry’s gold standard for firms of Financial Planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the CII.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at www.cii.co.uk within the section on Membership.
When you us a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases, and while the Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Only the UK’s premier insurance broking/financial planning firms qualify for chartered status. If you wish to know more about how to using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.
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| 2 May 2007 |
| RPG DOUBLES THE ACCESS TO CERTIFIED FINANCIAL PLANNERS IN THE NORTH WEST |
| RPG Consulting Limited, the specialists in high end financial advice and planning based in St Asaph, have just become the first firm in North Wales to field fully Certified Financial Planners on all the advice they give.
David McKendrick of RPG joins Phillip Owen as a lead professional with this rare qualification in the firm.
There are still only 600 CFPs across the entire UK - an initiative backed by the Institute of Financial Plannning to raise financial planners to the same professional status as Solicitors and Accountants - with similar levels of training and qualification.
Speaking of the new qualification, David McKendrick of RPG said, 'This is really good news for RPG Consulting Limited, it means that our clients have access to the very best, and most up-to-date thinking on how to plan their financial lives, and what to do with their assets long term. With us, they can be sure that we can help them run their personal lives as well as they run their businesses.'
David originally graduated from the University of Manchester with a Degree in Computer Sciences, and is also an Associate of the Institute of Financial Planning. He lives in Prestatyn.
Phillip is both a Fellow of the Institute of Financial Planning and a Chartered Financial Planner - and is one of the few people in the country to hold both qualifications. Phillip lives in Llanellian.
RPG Consulting Limited has been in business in North Wales for twelve years, and is part of Royce Peeeling Green, one of the North West's most established firms of Chartered Accountants, with offices in Manchester and London.
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| 30 April 2007 |
| Tax Rates 2007/08 |
| Tax Rates for the financial year are now available. Click here (opens in new window) |
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| 15 September 2006 |
| Web Site Launch |
| The New RPG Consulting website has been launched and has been widely acclaimed in both the IFA and web design sectors – With particular admiration being expressed by the staff and clients of RPG itself. |
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| 3 April 2006 |
| RPG -Phillip Owen achieves Chartered Financial Planner status |
| ‘Chartered Financial Planner' is a title awarded by the Chartered Insurance Institute to experienced financial advisers who have a level of qualification equivalent to a first degree. This means that the adviser must have worked in the industry for at least five years, and have at least six Advanced Financial Planning Certificate level units, or equivalent.
Phillip is one of approximately 400 advisers in the UK with the Chartered qualification.
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