Our Chartered status

This accreditation demonstrates a real vote of confidence in our team and their talents.

What it means to be Chartered

As you may already know, we hold Chartered Financial Planners status. Achieving this is not an easy feat, so we are honoured to have been recognised by the Chartered Insurance Institute (CII). It is a mark of distinction between us and other firms and is described as the “gold standard” for anyone giving advice about money.

Chartered status puts us at the forefront of the financial services profession and demonstrates that we go beyond technical competence to put ongoing professional development, prioritising client centricity and trust, at the heart of everything we do.

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The benefits to you

Now that you understand what Chartered status is, let us demonstrate what it means for you as one of our clients.

  • You can be certain that you are choosing a firm that has reached an objective standard of technical knowledge and conduct.
  • Rest assured we follow good practice and maintain standards of excellence in ethics, business practices and professional development.
  • You will feel confident that our skills are up to date with market standards.