Independent one in 150 to get CII planners status

An independent Coventry and Warwickshire accountancy and financial services
firm has become one of only 150 UK practices to achieve Chartered Financial
Planners status.

The Chartered Insurance Institute (CII) has awarded the prestigious title to
Harrison, Beale and Owen Financial Services, which has offices in Leamington and
Coventry, the Coventry Telegraph reports.

Tracey Hackett, managing director of the firm’s financial services division,
and Chris Soborowski, associate director, have both achieved individual
chartered status already.

‘We have always prided ourselves on being thoroughly professional in
everything we do, and to receive this gold standard of external recognition is
very gratifying, Ms Hackett said.

Further reading:

story in the Coventry Telegraph

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