Our Chartered status

We’re proud to be a firm of 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. It is only achieved by a select number of firms who have met rigorous qualifying criteria.

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

As Chartered Financial Planners, we promise to maintain the highest ethical standards and technical knowledge. It’s a commitment we’re incredibly passionate about upholding.