DRE & Co Financial Planning LLP: Latest adviser qualifications and industry awards enhance firm’s reputation

Prestigious qualifications and top industry awards will help to maintain its status as a leading financial advice specialist in the region, believes a partner at a Shropshire firm of financial advisers.

Warren Bentham and Chris Marshall are advisers at DRE & Co Financial Planning LLP which provides advice to individuals and businesses on all aspects of financial planning for pensions, life assurance, investments and mortgages. Respectively they have qualified with a certificate in paraplanning, and achieved chartered and certified status.

A paraplanner is a financial services professional who researches, recommends and implements detailed investment plans for clients of financial advisers. As well as being one of only a few people in the UK to have obtained the new certificate, which was officially launched in 2012, Bentham has also been awarded the AXA Wealth Prize by the Chartered Insurance Institute (CII) for his exceptionally high scores across the qualification’s disciplines.

Chris Marshall, who won the Financial Times’ Money Management’s Inheritance Tax Planner of the Year award in 2012, now holds a CII advanced diploma in financial planning. Going beyond the benchmark exam standards the advanced diploma will enable Marshall to develop his specialist planning capabilities and clearly differentiate him from the main body of advisers.

Commenting on the advisers’ successes, DRE & Co Financial Planning LLP partner Stephen Jones, also a recipient of the Money Management Cautious Investment Planner 2012 and Wrap Platform Planner 2013 awards, said: “The financial services industry is constantly changing and as a firm it is important for us to provide the best and most up-to-date advice. The latest qualifications combined with endorsement from financial industry award bodies, set DRE & Co Financial Planning LLP apart as a leader in its field and allow current and potential new clients to have complete trust and confidence in us to look after their financial planning and requirements.”


Pete White Pete White

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