Achievements

2011 PageRussell – Approved as Accredited Financial Planning Firm PageRussell was one of the first 25 firms in the country to be granted this title. The Insitute of Financial Planning awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to its clients.
2009 Richard – Winner: Money Management Financial Planning of the Year Award – Pre-Retirement Planning Category.These awards are the “Oscars” of the Financial Planning profession. The judges said: “Richard presented a solution that had been extremely well thought through and reasoned. He showed an ability to understand the client’s problem, clearly assessed the objectives and demonstrated how his plan achieved the client’s aims.”
2009 PageRussell – Granted iic 3-star status for 2009As part of the prize for the IFP David Norton award we received an assessment from Investors In Customers Ltd. This resulted in PageRussell being granted the Top iic 3-star award for 2009. Our iic assessment score was higher than any wealth manager assessed by iic in 2008 and 2009.
2008 PageRussell – IFP David Norton Building Excellence Award WinnerLaunched in memory of a founding member of the IFP, this prestigious award is given to only one firm a year. The winning firm must demonstrate it is committed to “true” Financial Planning, that it has a fee-based remuneration system, and has an exciting and well thought-out business plan. In short – that is has the potential to be a great practice.
2007 Tim – Chartered Financial PlannerTim was the first Financial Planner in the Bury St Edmunds area to be granted Chartered Financial Planner status with the CII.
2006 Richard and Stephen – Certified Financial Planner licenseesWhen Richard and Stephen gained their CFP licences, PageRussell was one of only 50 UK firms with three or more CFP licenses.
2006 Tim – Resolution accreditationTim was one of the first 10 advisers in England & Wales to be accredited by Resolution to work with family lawyers on divorce cases.
2004 Tim – IFP Team Challenge – Member of Winning Team
2004 Tim – Certified Financial Planner licenseeAt the time there were fewer than 250 CFP licensees in the UK.
2003 Tim – IFP Team Challenge – Member of Winning Team

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