Our Chartered edge

We’re proud to be a firm of Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status represents a firm’s commitment to continued professional development, as well as exceptional service and support for their clients.

To secure corporate 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

Our Chartered status is proof of our competence, knowledge and ethical behaviour. If you would like to learn more about how it benefits you as a client, please get in touch.