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Scrutton Bland Financial Services Ltd now an associate member of the Personal Finance Society

Scrutton Bland Financial Services Ltd now an associate member of the Personal Finance Society

Scrutton Bland Financial Services Ltd, a leading provider of financial services and independent financial planning advice has been named as an associate member of the Personal Finance Society. The Society is the professional body for the financial planning profession in the UK. It is part of the Chartered Insurance Institute group and is aligned with its Royal Charter which requires that they secure and justify the confidence of the public. 

The award of associate member recognises that Scrutton Bland’s financial planning department is committed to a set of core professionalism principles including “a commitment to driving confidence in the power of professional standards, competence, integrity and care for the client”. 

Grant Buchanan, Partner in the financial planning department at Scrutton Bland reflected on the past twelve months for the East Anglian firm: “2020 has been a challenging year for everyone, and our financial planners and the wider team have worked hard to deliver support and advice to our clients. It is great to see that dedication recognised in this award of associate member, which in the words of the Personal Finance Society ‘symbolises our efforts to deliver a ‘united profession’ approach to building public trust and to elevate the importance and value of financial wellbeing through financial planning and investment advice’.”  

 

Scrutton Bland Financial Services Ltd is part of the Scrutton Bland group, and offers a cohesive service to clients, as Grant explains: “We take a joined-up approach to financial management since within our firm we have specialist tax and financial planning expertise all under one roof. We believe that a client’s financial planning should be integrated with other areas of their financial strategy such as tax. We even have in-house insurance brokers who can provide cover tailored specifically to our clients.”

For more information about the Personal Finance Society please see www.thepfs.org/about-us/

For more about Scrutton Bland please see www.scruttonbland.co.uk 

 

Article by Scrutton Bland

Accountants, Business Partners, Financial Advisers, Corporate Finance

With the desire to provide clients with more than basic accounting and tax compliance services we have developed ourselves into one of the largest independent providers of financial services in Suffolk and North Essex, with offices in Ipswich and Colchester.  We are delighted to be able to offer an extensive range of services.  As well as Accounting, Tax, Audit, Corporate Finance Services and Business Advice, we are Independent Financial Advisers and Insurance Brokers.  Our services are tailored to each client's particular requirements and delivered with quality and expertise.  All clients are assigned a specialist team to work on their behalf.