We’re a Chartered firm of Financial Planners, as awarded by the Chartered Insurance Institute (CII).

We believe this status gives us an edge and confirms that we are one of the leading firms in the country. Chartered firms 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 their knowledge. We are therefore committed to continuous professional development.

Only the UK’s premier financial planning firms qualify for Chartered status. We’re wholly committed to providing you with the best possible advice, service and support.

If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.