We are delighted to announce that the Chartered Insurance Institute (CII) has awarded Proposito Financial Planning the prestigious ‘Chartered Financial Planners’ title. This represents a significant achievement for us and is the culmination of a lot of hard work put in by the whole team – who are naturally delighted by the achievement.

Chartered status 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, reinforcing the highest standards of professional practice in their business dealings.

Although I have held the individual Chartered Financial Planner title since April 2013, securing Chartered Financial Planners status is a landmark for Proposito. We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.

To date, fewer than 400 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial planning profession. We are naturally very excited at the prospect of being Malmesbury’s only firm of Chartered Financial Planners.