We are pleased to announce that we have been awarded the prestigious title “Chartered Financial Planners” by the Chartered Insurance Institute (CII).
Chartered Status is the indusrty’s gold standard for Financial Planners and is currently met by fewer than 400 out of 25,000 registered firms. This places us in the top 2% of all practices throughout the country.
The Chartered accreditation is only awarded to firms dedicated to developing and maintaining the knowledge and capability of their staff to ensure they deliver the highest quality advice to their clients.
Chartered firms must also be able to demonstrate their commitment to following a demanding code of ethical practice which centres on placing clients’ best interests at the heart of all advice given.