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.
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