Our chartered status

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

What it means

Providing the best service

Chartered status is the ‘gold standard’ of financial planning and positions us amongst the UK’s leading practices. When you see the Chartered logo you can be sure you’re working with planners who are ethical, knowledgeable, professional and will put your interests first.

What we do

You’re in safe hands

Becoming a Chartered Financial Planning practice is a big accomplishment and takes significant investment to achieve and maintain. 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.

About us

Pension Transfer Gold Standard

We’re proud to have achieved the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. This is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice.

Find out more

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE