Our Credentials

As Chartered Financial Planners we set ourselves apart by having specialist departments delivering tailored services to a wide range of clients, including corporate, individual and trustees.

We recognise that areas of advice have become far more complex over recent years, following changes in legislation, and believe that advice at the highest level cannot be provided by the typical ‘general practitioner’ adviser.

The merger of Wilkinson Hatton and Rutherford Financial Management in 2002, and our subsequent expansion (with 30 staff) to what Rutherford Wilkinson Ltd is today, has given us sufficient capacity and expertise to enable the establishment of the separate departments, headed by advisers who specialise in those particular areas.

Ray Prince and Graeme Urwin head up the specialist financial planning service to doctors and dentists, which looks after clients throughout the UK and overseas. Collectively, they have over 40 years’ experience working with medics and dentists. Read their profiles here

One of our main aims is to be at the forefront of providing advice, which started when the late Mitch Wilkinson established the fee based IFA, Wilkinson Hatton, in 1985. He had strongly believed that clients should pay fees for advice, as opposed to the traditional model where advisers were remunerated by commission generated from a product sale.

It would appear that Mitch was more than two decades ahead of his time, as we are now facing the abolition of commission by our regulator the Financial Services Authority, a move that we welcome with open arms.

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Proud to be Chartered Financial Planners

As a Chartered firm of financial planners, we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

The Chartered Financial Planners designation is awarded by the Chartered Insurance Institute (CII).

This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff that subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code here

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us

Note: With over 93,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.

Now you know more about our credentials, click here to learn more about our philosophy