Our Accreditation

Tucana Financial Planning is proud to announce they have been approved as an Accredited Financial Planning Firm TM by the Institute of Financial Planning. Below is a copy of the Press Release announcing our achievement.


Tucana Financial Planning LLP, the leading firm of Financial Planners with advisers based in Sussex and Shropshire, is delighted to announce that it has been approved by the Institute of Financial Planning as an Accredited Financial Planning FirmTM. IFP is the professional body for Financial Planners in the UK. It 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.

To successfully meet the criteria for approval, Tucana Financial Planning has had to demonstrate that it provides a comprehensive Financial Planning service for clients as well having a clear cost or fee structure. The firm also had to demonstrate commitment to the IFP’s Code of Ethics and Practice Standards as well as having appropriately trained and qualified staff.  All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and at least 50% of registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNERCM professional, or equivalent. Very few Financial Planning firms in the UK meet these exacting standards. All of Tucana Financial Planning’s advisers are qualified as CERTIFIED FINANCIAL PLANNERCMprofessionals.

Lance Baron, CFPCM Partner of Tucana Financial Planning LLP comments: “Tucana Financial Planning is delighted to have achieved this powerful recognition of our commitment to professionalism and outstanding client service. Our clients expect and deserve only the highest standards of advice and service as we work with them to plan their finances so that they can achieve their goals in life. We’re proud to deliver a service which they value and which has now been externally recognised too.”

When looking for professional Financial Planning firms in the UK, consumers should look for Accredited Financial Planning Firms as the hallmark of quality, and to find the services of CERTIFIED FINANCIAL PLANNERCMprofessionals, the only globally recognised standard of professionalism for Financial Planners. When seeking objective, expert and trusted Financial Planning advice, consumers should always look for the CFP mark.

If you would like to know more about Accreditation and what it means, please click here to go to the IFP’s website.


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