Brantwood joins elite group.A FIRM of independent financial advisers in Huddersfield has been admitted to an elite group. Brantwood Financial Planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against , based at Market Street in the town centre, is one of only 13 firms in Yorkshire and Humber - and the only one with a Huddersfield postcode postcode Noun a system of letters and numbers used to aid the sorting of mail Noun 1. postcode - a code of letters and digits added to a postal address to aid in the sorting of mail postal code, ZIP code, ZIP - to achieve Corporate Chartered status with industry body the Chartered Insurance Institute. The scheme was introdus ced in 2007 by the CII CII Confederation of Indian Industry CII Chartered Insurance Institute (UK) CII Construction Industry Institute (University of Texas) CII Council of Institutional Investors to provide a "gold standard" for financial planners and is only awarded to organisations meeting rigorous criteria relating to standards, capability and conduct. Brantwood Financial Planning is headed by Paul Dickinson, 43, and Christopher Brown, 44, who have rebranded the business, which formerly traded as Martyn Smith & Co. That business was founded in 1982 by Martyn Smith, who set up as a sole trader with offices in High Street. He was joined by Mr Dickinson in June, 2000, and by Mr Brown in December, 2004. The firm became incorporated in April, 2006, when the three became directors. Mr Smith retired in October last year, since when Mr Dickinson and Mr Brown have been managing the transition of clients and working on the rebranding. Together, Mr Dickinson and Mr Brown have more than 50 years experience in financial planning. Mr Dickinson is a chartered financial planner Financial Planner A qualified investment professional who assists individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting a program to achieve these goals. while Mr Brown has advanced qualifications in the sector. CAPTION(S): BRAND IMAGE: Christopher Brown (left) and Paul Dickinson, directors of Brantwood Financial Planning |
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