One of the region’s only firms of Chartered Financial Planners celebrates latest qualification

MT Financial Management, holders of the prestigious Chartered Financial Planner status, has congratulated Daniel Elkington on achieving qualification success.

Looking to further progress his career, Daniel Elkington joined the practice at the end of 2017, with aspirations of practising at the highest level, within a leading firm of financial planning experts.

After months of hard work and dedication he has managed to complete the qualification, which marks him out as a leading expert in the profession as he is not only Chartered, but a fellow of the Personal Finance Society (PFS) in addition.

Prior to joining the firm, Daniel built up almost a decade’s worth of experience in the world of finance, which led to him becoming a runner-up at the Money Management Financial Planner Awards 2017 for his expertise in alternative assets.

He specialises in advising high net-worth clients, trustees, charities and businesses on a range of wealth management matters, such as pension planning, Enterprise Investment Schemes, alternative investments and much more.

Talking about his latest accreditation, Daniel said: “Achieving fellowship and chartered status marks me out, alongside the rest of the team at MT Financial Management, as an expert in a wide range of financial planning matters. This difficult accreditation took years of studying and requires planners to be able to clearly demonstrate the practical skills that they have gained during their career.

Only a limited number of people complete this qualification each year and I feel truly honoured to have obtained this status.”

Recognised across the financial services industry as the gold standard accreditation, MT Financial Management’s position as one of the few chartered financial advice firms in the East of England has made their advice very sought after.

As specialists in estate planning, trusts, inheritance tax, investments, pensions and protections, such as life and health insurance, MT Financial Management’s team of chartered planners works with many individuals to create tailored lifelong wealth plans.

Trevor Wilshire, Director of MT Financial Management, which has held chartered status since June 2007, said: “Being a financial adviser is one of the most trusted positions you can hold. In many cases we are advising people on their life savings and retirement plans, so the advice must be tailored to each client’s needs and aspirations.

“Our firm’s status as Chartered Financial Planners and Dan’s latest accreditation allows us to demonstrate to clients that they are in the right hands from the outset of our relationship.”