We are pleased to announce that our firm has recently been awarded the prestigious status: Chartered Financial Planners. Less than 1% of FSA regulated firms in the City of London have achieved this professional standard.
This is the industry’s gold standard for firms of independent financial advisers. It confirms that we have satisfied the rigorous qualification criteria by retaining highly-qualified advisers and staff who subscribe to the membership conditions of the professional body, the CII.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. Only the UK’s premier financial planning firms qualify for Chartered status.