Chartered Financial Planning Firm

Our Chartered title is a public declaration of our commitment to professional standards.  We are very proud to be able to say that we are a ‘Chartered Financial Planning Firm’

It was granted by the Chartered Insurance Institute (CII), the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.

Holding Chartered status means we adhere to an ethical code that underpins broader commitments to professional values. These include putting your interests first, investing in ongoing development of our team’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of our profession.

We help shape the profession and its response to changing times, and we are obliged to maintain  our technical knowledge through continuing professional development.

In choosing a Chartered firm you can be sure that our team have made a commitment to being ethically driven, knowledgeable and to provide competent advice and planning that is based wholly on your needs and objectives.

Together with our British Standard BS8577 certification it means that as a firm, we are committed to providing a high quality of service and support.

There are fewer than 20 firms in the UK that hold both of these professional accolades.