Chartered Financial Planners


The Chartered Insurance Institute (CII) awarded MPA Financial Management Ltd the prestigious Chartered Financial Planners title to Chartered Status. This is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.

To retain our title we must ensure the advice, service and ongoing support we provide you are of the highest quality. Our advice must be based solely on your research 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.
It is our policy to maintain these standards, and your guarantee of our overall commitment to customer service and professionalism.

If you would like more information on why being Chartered makes a difference please follow the link: http://www.cii.co.uk/membership/chartered/why-chartered-status-makes-a-difference/


 
 

MPA Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 434931 http://www.fca.org.uk/register.
MPA Financial Management Ltd Registered Address: MPA Financial Management Ltd 98 High Street Henley in Arden Solihull B95 5BY. Registered in England & Wales, No. 04111009.
Neither MPA Financial Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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