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Trust is everything in the relationship you have with us. After all, we're looking after your money. So it's reassuring to know that RPG Wealth Management take professional qualifications and codes of ethics very seriously. We are active members of the Institute of Financial Planning, and carry Certified and Chartered Financial Planning status.
Why is this important?
It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the Chartered Insurance Institute and Institute of Financial Planning. It's a badge of our professionalism, involving a continuous commitment to professional development and adherence to a Code of Ethics and Conduct.
If you want to know more about our Chartered status, go to www.cii.co.uk.
For more information on the Institute of Financial Planning, visit www.financialplanning.org.uk.
We are regulated by the Financial Services Authority and fully endorse FSA Principle 6 regarding treating our customers fairly. Please download our TCF Policy Statement for an in depth explanation of the importance of this policy to the way we work.
Initial consultation meetings are provided free of charge. Please contact us to arrange a meeting.
RPG Wealth Management and Financial Planning is a trading name of RPG Consulting Limited, which is authorised and regulated by The Financial Services Authority. Registered in England and Wales no. 3807320 / Registered Office: The Copper Room, Deva Centre, Trinity Way, Manchester M3 7BG Disclaimer | Privacy Policy
