Our Chartered Status
We’re proud to be Chartered Financial Planners.
Chartered status is the ‘gold standard’ of financial planning awarded by the Chartered Insurance Institute (CII) and positions our firm amongst the UK’s leading practices.
View our interview with the Chartered Insurance Institute on why our Chartered status is so important – read more.
To secure Chartered status, firms must demonstrate:
- The highest levels of technical knowledge through professional qualifications
- A commitment to the ongoing development of our skills and knowledge
- An adherence to ethical conduct
When you see the Corporate Chartered Logo you can be sure that you are working with Planners who are ethical, knowledgeable and professional.
Planners who will put your interests first, because becoming a Chartered Financial Planner practice is a big accomplishment and takes significant investment to achieve and maintain.
By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.
