Certified Financial Planner

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones.

Most people think that all financial advisers are 'certified', but this is not true. Any adviser can call himself a 'Financial Planner'  - however - only those who have fulfilled the license and renewal requirement of the Institute of Financial Planning can display the Certified Financial Planner (CFP) license marks.

When you work with a CFP Licensee, you are the focus of the financial planning relationship, and your needs drive the recommendations. There is a broad-based approach to financial planning practitioners from other professional advisors who typically focus on only one area of a person's financial life. 

The CFP license provides that sense of security by allowing only those who meet the requirements, the right to use the CFP license marks.

CFP professionals must develop their theoretical and practical knowledge by maintaining their competence on an ongoing basis.

We are proud to be part of the elite group of financial planners who hold the CFP mark.  When a practitioner works to CFP standards it limits the number of clients he can work with resulting in a client base that is treated personally and serviced to the highest standards.

Please contact us to book a free initial consultation and see how clear your financial plan can be.

Clear Waters is a trading name of Clear Waters Independent Financial Planning Ltd. Clear Waters Independent Financial Planning Ltd. is an appointed representative of Financial Ltd., which is authorised and regulated by the Financial Services Authority. FSA no. 464352. Registered in England & Wales, Company no. 5693447. Registered address 9 Hotspur Street, Shrewsbury, SY1 2PZ.