THE Chartered Insurance Institute (CII) has awarded the prestigious “Chartered Financial Planner” title to Katy Cadman of Cadman Wealth Planning Ltd, based in Thornbury.
Chartered status is an exclusive title only awarded to individuals that meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
To date, just over 5,000 individuals have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading individuals within the financial advice market.
Katy Cadman focuses on providing face-to-face advice and offers a dedicated personal wealth management service to build long-term, trusted relationships, offering advice in a wide range of areas including Investment Planning, Retirement Planning, Inheritance Tax Planning and Long Term Care.
Katy said that securing the status was a “landmark” for her personally.
“I have always prided myself on being thoroughly professional and to receive external recognition in this way is very gratifying,” she said.
“As a Chartered Financial Planner, I can signal my commitment to the highest levels of service to my clients.”
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