Our Chartered status

Chartered Financial Planners

We’re proud to be Chartered Financial Planners in Sutton Coldfield, Birmingham, as awarded by the Chartered Insurance Institute (CII).

Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

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.

Pension Transfer Gold Standard

We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice.

By working with a firm that has voluntarily committed to the Pension Transfer Gold Advice, 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.

You can learn more about the Pension Transfer Gold Standard by reading their consumer guide here.