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Chartered Financial Planners2018-07-03T16:16:40+00:00

Chartered Financial Planners, a status awarded to us…

We’re proud to be a firm of Chartered Financial Planners, awarded to us by the Chartered Insurance Institute (CII).

Chartered is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

Chartered firms must:

  • Meet rigorous criteria relating to professional qualifications and competence, demonstrating the highest levels of financial and technical knowledge

  • Regularly consolidate and update their knowledge and be committed to their continuous professional development

  • Adhere to ethical and best practice codes, following an industry Code of Ethics which can be enforced through disciplinary sanctions

To put it another way, when you use a Chartered firm, you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases.

Only the UK’s premier financial planning firms qualify for Chartered status. By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support and rest assured that your best interests are at the heart of everything we do.

We believe that our Chartered status brings a wealth of benefits to our clients. If you wish to know more about how working with a Chartered firm can benefit you, please do not hesitate to contact us.

  • In Association with PCGB

    We are immensely proud to be working together with the Porsche Club of Great Britain (PCGB) as its Official Partner for the provision of Wealth Management Services to Club Members. Find out more