Chartered Financial Planners – Gold

Chartered Institute for Securities & Investment – Accredited Financial Planning Firm

We’re Chartered and Accredited

We are one of the few UK financial planning firms to be both Chartered by the Chartered Insurance Institute (CII) and Accredited by the Chartered Institute of Securities and Investment (CISI).

What is a Chartered firm?

Being awarded Chartered status confirms that we are one of the country’s leading financial planning firms. It demonstrates that we are wholly committed to providing you with the best possible advice, service and support.

As a client, you can feel reassured that as a Chartered firm, we must:

  • Meet rigorous criteria relating to professional qualifications and competence. That means we represent the gold standard in financial knowledge and expertise.
  • Adhere to ethical and best practice codes. You can therefore rest assured your best interests are at the heart of everything we do.
  • Regularly consolidate and update our knowledge. We are therefore committed to continuous professional development.

Please note: We do not hold permissions to advise on final salary pension transfers.

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

What is an Accredited Financial Planning Firm™?

The Chartered Institute for Securities and Investments (CISI) sets standards of professional excellence and integrity for the Securities, Investment and Financial Planning industry. It also provides qualifications and promotes the highest level of competence to its members, individuals and firms.

As an Accredited Financial Planning Firm ™ we meet the CISI’s rigorous ethics, experience, competence and professional practice standards. Currently, there are less than 80 firms in the UK that have received this accreditation.

To be named an Accredited Financial Planning Firm™ in conjunction with holding Chartered firm status is rare and sets us apart as one of the most highly accredited financial planning firms in the UK.

To find out more about how using a Chartered and Accredited firm can ensure you get the best possible advice, service and support, please do not hesitate to get in touch with us.