Our Chartered status

We’re proud to be Chartered Financial Planners, 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
  • An 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.