We are proud to be a firm of Chartered Financial Planners.
We firmly believe that Chartered status is the ‘gold standard’ of financial planning. It means we:
- Have achieved the highest levels of technical and professional knowledge and competence through professional qualifications
- Keep our knowledge and skills up to date through continuing professional development
- Adhere to an ethical conduct, which could be enforced through disciplinary sanctions
By working with a firm of Chartered Financial Planners it means you can be confident that you are dealing with one of the UK’s leading planning practices, which is committed to providing you with the best possible advice, service and support.
Only the UK’s premier financial planning firms qualify for Chartered status. We believe so passionately in the benefits that our Chartered status brings to our clients that only advisers who have already attained that standard, or have a clear commitment to do so, will be considered as potential additions to our team.
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.