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.

ISO 22222 Certified Financial Planner

ISO 22222 Certified Financial Planner

ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients.

The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the international standard of best practice myself and the business entered into a rigorous process of assessment.

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.

STEP

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.

Financial Wellbeing Certificate

Certificate in Financial Wellbeing

The training was overseen by the Initiative for Financial Wellbeing and Quiver Management, who have developed a course for financial planners who want to improve the quality of conversations with their clients and build long-term client relationships.

With the successful completion of this course, as a business we will now be looking at how we can further improve and enhance how we deliver financial planning to our clients.

Northamptonshire Business Champions

Town & County Business Champions

The Town and County Business Champions celebrates all successful businesses locally with less than 50 employees.

Longhurst Limited has reached the finals of the Northamptonshire Business Champions.

Professional Advisor Awards 2021 - Winner

Winners – Professional Adviser Awards 2021

Showcasing the UK’s best financial adviser businesses – firms who boasts an outstanding, client-focused and repeatable advice process, alongside their knowledge, skills and commitment to client care.

Longhurst Limited won the ‘Best Client Engagement Award’

The judges believed our human-focused approach was the best in the profession, covering the entire United Kingdom.

We were also nominated in the ‘Website of the Year Award’, which sadly we did not win.

NBEA Awards 2021

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 2020/21

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 2020/21

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.