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Chartered firms will not be confusing for public

Julie Lord is quite wrong, I am afraid (Money Marketing, May 17). Chartered financial planner status for firms will not confuse the public any more than they would be confused by dealing with, for example, a chartered accountant firm.

It is rarely the case that any chartered practice – accountants, surveyors and now financial planners – is made up entirely of chartered individuals in respect of client-facing activities.

I suspect that any firm capable of using the chartered title will have a culture of higher educational and training standards and will understand the absolute need to ensure this valuable designation reflects what the firm delivers to its clients.

Nick Bamford
Chartered financial planner and joint managing director,
Informed Choice

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