C P Griffiths & Partners
We are a family business established in 1989 by Peter Griffiths.
Jenny Griffiths joined the firm in 2007 and is the Director and Chartered Financial Planner.
The company has built a reputation for providing a personal and friendly professional service.
Our Philosophy
We are a service orientated company and strongly opposed to "selling" products to clients.
Our advice is independent meaning that we can offer the full range of products and providers available as opposed to restricted advisers who focus on a limited number of products and providers.
Confidentiality is also key to our business. All information provided by clients will be treated in the strictist of confidence. Please see our privacy policy for further details.
Interested?
Please go to our contact page to find the most convenient method of contacting us.
Jenny Griffiths Bsc (Hons) APFS
Director and Chartered Finanical Planner
Jenny achieved Chartered Financial Planner status in 2011 which is widely accepted as the "gold standard" qualification for professional financial planners and financial advisers in the United Kingdom.
Specialist areas:
Investment Management, Retirement Planning, Pensions, Care Fee Planning, Inheritance Tax Mitigation Planning
Awards
Associate of the Personal Finance Society by examination.
Birmingham Insurance Institute's prize for most meritious performance in the Advanced Diploma in Financial Planning in 2011.
Chartered Insurance Institute's prize for the best candidate completing the Diploma in Financial Planning in 2009 (19,844 sittings of diploma examinations in 2009).
Winner of the Aviva Adviser Academy Award for Trusts Exams - for achieving an outstanding pass mark in the October 2009 Diploma in Financial Planning Trusts exam.
Qualifications
Jenny has the following qualifications which have enabled her to achieve Chartered Financial Planner status:
Advanced Diploma in Financial Planning
AF1 Personal Tax & Trust Planning
AF2 Business Financial Planning
AF4 Investment Planning
AF5 Financial Planning Processes
Diploma in Financial Planning
J01 Personal Tax
J02 Trusts
J03 The Tax and Legal Aspects of Business
J05 Pension Income Options
J06 Investment Principles, Markets & Environments
Certificate in Financial Planning
CF1 UK Financial Services, Regulations and Ethics
CF2 Investment & Risk
CF3 Financial Protection
CF4 Retirement Planning
CF5 Integrated Financial Planning
CF6 Mortgage Advice
ER1 Equity Release
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