What our Chartered status means for you?
What do you look for in your firm of financial advisers? That it is ethical and puts your interests first? That its people are competent, knowledgeable and committed to maintaining their professional capability? Those are precisely the qualities embodied by Chartered status – the reason we are proud to have achieved the title Chartered Financial Planners.
Chartered status is a public commitment to professional standards. It is awarded to firms who demonstrate development of knowledge, enhanced capability and maintain ethical standards. The title Chartered Financial Planners is granted by the Chartered Insurance Institute, the professional body for insurance and personal finance.
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