What our Chartered status means for you
What do you look for in a firm of financial planners? That it is ethical and puts your interests first? That its people are competent, knowledgeable and committed to maintaining their professional capability?
Those are precisely the qualities embodied by Chartered status – the reason we are proud to have achieved the title Chartered Financial Planners.
Chartered status is an objective mark of professional standing among all professions. It is awarded to firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards.
The title Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial planning.
Chartered firms must meet serious obligations
To retain our title, which we have held since 2012, we must ensure the advice, service and ongoing support we provide to you are of the highest quality. Our advice must be based solely on your researched needs, and provided by someone competent to discuss products and services that meet your requirements.
- We ensure our technical and professional knowledge and competence through professional qualifications.
- We keep our knowledge and skills up-to-date through continuing professional development.
- And our staff must be members of the Chartered Insurance Institute and comply with its Code of Ethics, which is enforced through disciplinary sanctions.
Our Chartered title means a lot to us. It was not easily achieved, and it takes continuous investment in customer service and commitment to maintain.
It is our policy to maintain these standards, and your guarantee of our overall commitment to customer service and professionalism.