We are pleased to announce that we have recently renewed 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. Each year we have to prove that we deserve to keep this highly professional award.

It involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the code at www.cii.co.uk/code
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. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status.

As at January 2017 there were only 500 Chartered Firms in the UK.