Chartered Financial Planners

We are proud to have been awarded the Chartered Financial Planner status.

Fewer than 700 firms have received this award; it therefore truly sets us apart from our peers.

As a Chartered firm of financial planners, we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident you are dealing with one of the UK’s leading firms, that is committed to providing you with the best possible advice, service and support.

As the CII says: “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. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.”