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THE ALTERNO FAMILY
CHIRAG DEVANI MBA FPFS GROUP MANAGING DIRECTOR & CHARTERED FINANCIAL PLANNER
Although my career began over 15 years ago, my vision to create a client focused firm with family values at the heart of everything we do, started in January 2015. The firm’s growth over the past years has been significant, stemming from the referrals of our client base.
WHATS A CHARTERED FINANCIAL PLANNER?
A Chartered Financial Planner is someone with considerable academic qualification and market knowledge that backs up their advice and guidance. The Chartered Insurance Institute (CII) consider a Chartered Financial Planner as the “gold standard of financial planning” for ethics and professionals.
A Chartered Financial Planner would have successfully passed through several CII Diploma’s and CII Advanced Diploma examinations in many areas such as Taxation, Trusts, Pension, Investment and Financial Planning. The status offered to a Chartered Financial Planner is recognised through the CII Chartered Financial Planner logo, seen on website and stationary and sets them apart from other advisers.
A Chartered Financial Planner will understand and analyse your financial position prior to recommending a researched and relevant