Chartered Financial Planners

We’re proud to have been awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute.

This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.

Chartered firms must also follow a demanding code of ethical practice. This means they just work in a principled manner that places clients’ interests at the heart of the advice they give.

Chartered status – granted by the Privy Council – is the industry’s gold standard for financial planners and us currently met by fewer than 300 firms across the country.

A Chartered title is a commitment to an overall standard of customer excellence and professionalism.

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