Lincoln Financial Planner Attains Coverted Charted Status - Lincolnshire Chamber of Commerce and Industry, UK

Lincoln businessman and author Terence O’Halloran has become a Chartered Financial Planner Fellow.

He was one of just eighty in the country to receive the prestigious award following rigorous examination and assessment from the Chartered Insurance Institute at a glittering ceremony held at The Guildhall in London.

There are less than 80 chartered financial planner firms in the United Kingdom, and the award is very prestigious indeed according Mr O’Halloran who is O’Halloran & Co’s senior partner and also a chartered financial planner.

“I was pleased and privileged to be among those receiving the Charter Certificate  from Lord Hunt, the President of the Chartered Insurance. It is a great achievement and I am pleased and proud to be part of this small but elite band of advisors,” said Mr O’Halloran (63). 

“As a strategic financial planner the training that the Chartered Insurance Institute provides and the examinations we take, are wholly relevant to modern day financial living and the needs of individuals and corporations not only in the insurance sense, as in life assurance, pensions and investments, but also in the broader based tax planning that is fundamental to ensuring that one keeps as much of what one earns as is humanly possible and legal to do, said Mr O’Halloran.