Tag Archives: Chartered Financial Planners

‘Charityflow’ – New Philanthropy

Andrew Carnegie

Today we live in a world where Governments actively look to cut spending on social services, education, research and the arts. A world where almost 10% of the global population is currently displaced, a world where the gap between the very wealthy and the rest widens at an exponential rate.

Thank You 2012

Wishing all our clients, friends and professional connections a Happy and Prosperous New Year. 2012 was a tremendous year for Wealthflow, we were awarded Chartered Financial Planners status and recognised as one of the Top 100 Advisory Firms in the UK by New Model Adviser Magazine. Earlier in the year Duncan Glassey was awarded Chartered […]

Wealthflow LLP – Chartered Financial Planners

We have recently been awarded the prestigious Chartered Financial Planners designation. This is the profession’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence […]