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Our new Chartered status

We’re proud to announce that we are now a firm of Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII).

Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

To secure Chartered status, firms must demonstrate:

  • The highest levels of technical knowledge through professional qualifications
  • A commitment to the ongoing development of our skills and knowledge
  • An adherence to ethical conduct

By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.

You can watch the below video to learn a bit more about how working with a Chartered firm will benefit you.

What do our clients have to say?