Longhurst - Chartered Financial Planners

Chartered Insurance Institute (CII) – Chartered Financial Planner

At the heart of the CII charter is a code of conduct that places the client’s interests first. Chartered Financial Planners sign up to an ethical code and commit to continuous professional development to keep their knowledge of the ever-changing financial planning industry current.

Chartered status is a symbol of technical competence. It demonstrates that you are at the forefront of your profession and serves as a mark of trust.

Longhurst Pension Transfer Gold Standard

PFS Pension Transfer Gold Standard

The Pensions Advice Taskforce is an industry backed initiative from the Personal Finance Society (PFS), that has established a voluntary code of good conduct for pension transfer advice (the ‘Gold Standard’).

A firm must pay due regard to the information needs of its clients and communicate information to them in a way which is clear, fair and not misleading.

Resolution Specialist

Resolution Specialist Accredited Financial Adviser

Resolution is a community of family justice professionals who work with families and individuals to resolve issues in a constructive way.

Resolution’s specialist accreditation scheme recognises financial advisor members who demonstrate a high level of skills, proficiency and experience in their work.

Affiliate Member of the Society of Trust & Estate Practitioners (STEP)

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning.

STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving.

PFS Education Champion

Education & Chartered Champion

As Education Champion, we attend local colleges and schools to introduce what financial planning is as an occupation, and how it can assist families just like theirs. We also promote financial planning as a fantastic career path.

As Chartered Champion, we actively promoted the Chartered qualification to other advisers and consumers. We also supported our fellow peers with how to become Chartered – from which exams to sit, revision techniques, and revision days.

Northampton Business Excellence Awards 2020

Northamptonshire Business Excellence Awards Awards 2020

The Northamptonshire Business Excellence Awards recognises exceptional businesses and business people, from global companies based locally to exciting new ventures on the up.

Our Chris Broome has been nominated for the ‘Businessman of the Year 2020’ award.

MoneyAge 2020

MoneyAge Awards 2020

The MoneyAge Awards return for the 5th year, celebrating the excellence, innovation, and professionalism in the ever expanding and innovative personal finance space.

Longhurst Limited has been nominated for the ‘Financial Adviser Award: Micro Firm of the Year 2020’ award.

SME Northamptonshire Business Awards 2020

The SME Northamptonshire Business Awards raise the profile of industrious, hardworking and enterprising SME’s working across the county of Northamptonshire.

Longhurst Limited and our Chris Broome have been nominated in the following categories:

  • ‘New Business’
  • ‘Business Person of the Year’

SME National Business Awards 2020

The SME National Business Awards raise the profile of industrious, hardworking and enterprising SME’s working across the entire country.

Longhurst Limited has been nominated for two 2020 Awards:

  • ‘Best New Business’
  • ‘Best Website of the Year’ (following our 2019 SME Northamptonshire award)
Money Marketing Awards 2020

Money Marketing Awards 2020

The Money Marketing Awards are the professions premier financial services awards that recognise, reward and bring together the industry’s leading advisers and providers for an unforgettable night of networking and celebration.

We were 2020 finalists in two award categories:

  • ‘Next Generation Firm of the Year’, and
  • ‘Small Advice Firm of the Year’.
vouchedfor-top-rated-2020

The Times Newspaper / VouchedFor Top Rated 2020

VouchedFor is the UK’s leading ratings service for financial and legal advisers. 2 million consumers use VouchedFor each year to find and check advisers.

Longhurst Limited won ‘Top Rated Firm 2020’ (one of only 16 firms in the UK).

Chris Broome won ‘Top Rated Adviser 2020’ (following the same award in 2018).

SME-Northants-Business-Award-2019_Winner

SME Northamptonshire Business Awards 2019

The SME Northamptonshire Business Awards raise the profile of industrious, hardworking and enterprising SME’s working across the county of Northamptonshire.

They are made up of 16 categories that allow any successful business in Northamptonshire to enter these prestigious awards.

Longhurst Limited won ‘Website of the Year 2019’.

Biztech Brightsparc Awards

Biztech Brightsparc Awards 2018

The Biztech BrightSparc and Digital Awards are a celebration of everything that makes Milton Keynes and the surrounding SEMLEP area such a great place for creativity, innovation and entrepreneurial spirit. All in the pursuit of finding technological solutions that transform lives.

In 2018 our podcast series, Inside Silverstone, was nominated for ‘Best technology collaboration in MK or SEMLEP area’.

Longhurst Limited is authorised and regulated by the Financial Conduct Authority.

Longhurst Limited is registered in England and Wales under reference 11193790.