Waterhouse Financial Planning Adviser Achieves Chartered Status

The Chartered Insurance Institute (CII) has awarded the prestigious “Chartered Financial Planner” title to Deirdre Moore, one of Waterhouse’s three advisers. Chartered Status is an exclusive title only awarded to individuals that meet the rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Monday 23 July 2018

Waterhouse Financial Planning Adviser Achieves Chartered Status

The Chartered Insurance Institute (CII) has awarded the prestigious “Chartered Financial Planner” title to Deirdre Moore, one of Waterhouse’s three advisers.

Chartered Status is an exclusive title only awarded to individuals that meet the rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Deirdre joined the company just over three years ago following 14 years of financial planning experience under her belt in Belfast. As an adviser of a Chartered Firm she continued to enhance her knowledge and expertise of the industry. Within just a few years she had achieved the CII Level 6 Advanced Diploma in Financial Planning becoming an elected associate of the Personal Finance Society (PFS).

Deirdre advises on all areas of planning including. Pensions, Investments, Protection, Inheritance Tax and long term care. She is also a Pension Specialist and has a wealth of experience in reviewing corporate pension schemes and protection arrangements.

Deirdre believes that financial planning requires people to make decisions, and consider in particular, the long-term impact of those decisions. It is a trust based profession reliant on the clients belief that the advice they are given is accurate, and crucially, given with their best interest at heart. She says, “I aim to create long lasting working relationships with our clients and help them achieve their objectives underpinned by expert technical knowledge and sound ethical conduct”.

Sinead Meenan, Director and also a Chartered Financial Planner herself says that an additional team member securing the Chartered Status is another mark of distinction for our company: “ We have always prided ourselves on being thoroughly professional in everything we do, and for Deirdre to gain external recognition in this way is a great accolade to her of her commitment and hard work and of the support we provide as a firm to develop our staff to ensure that they are at the top of their industry.

Waterhouse Financial planning Ltd specialises in providing advice on all types of investment, pension and protection assurance for individuals and businesses. The company also holds a corporate Chartered Status ensuring professionalism and integrity throughout all aspects of its business from advice to administration level tasks.

Monday 23 July 2018