We hold Chartered status
We’re proud to be Chartered Financial Planners in Sutton Coldfield, Birmingham, as awarded by the Chartered Insurance Institute (CII). This is the “gold standard” of financial planning and positions us among the UK’s leading practices. You can be sure you’re working with planners who are ethical, knowledgeable and professional and who will put your interests first.
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.
- 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.
We’ve achieved the Pension Transfer Gold Standard
We are thrilled to have met the criteria to achieve the Pension Transfer Gold Standard awarded by the Personal Finance Society. This is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, ensuring confidence when transferring out of a scheme.
By working with us, you can be confident that you will receive the best possible advice, service and support when considering transferring out of a defined benefit pension scheme.The pension Transfer Gold Standard