Benchmark Financial Planning is delighted to announce that Lisa Rutherford, Chartered Financial Planner, has been awarded the Davy Financial Planning Award after achieving the highest marks in Northern Ireland in the Advanced Diploma in Financial Planning.
The award recognises exceptional academic achievement within one of the profession’s most rigorous qualifications and highlights the depth of expertise within Benchmark’s advisory team. Lisa’s success reflects a strong commitment to maintaining high professional standards alongside delivering high‑quality financial planning support to clients.
Benchmark Financial Planning is a Chartered firm, a status held by fewer than 10% of financial planning firms in the UK. Over 50% of the firm’s advisers are individually Chartered, with more than 90% of client‑facing colleagues members of the Chartered Insurance Institute (CII). This status demonstrates a sustained commitment to professionalism, ethical standards and a client‑first approach.
Get in touch with Lisa and the team via the website: https://schro.link/8gnimv
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