Chartered Financial Planners

We are proud to have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).  This is the industry’s gold standard for firms of financial planners. 

It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

Only the UK’s premier financial planning firms qualify for Chartered status. The clip below from the CII explains more about our Chartered status.