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In 2012 we were very proud to have been awarded the coveted and prestigious Chartered Financial Planner status.

This much sought after award is a symbol of technical competence and signifies a public commitment to professional standards. It places us amongst the top professionals within our field:

  • Differentiation – sets us apart from ‘ordinary’ financial advisors
  • Specialist knowledge – helps our staff develop their technical knowledge by achieving CII level 6 qualifications
  • Acknowledged professionalism – Chartered status provides parity with other professions, reinforcing our credentials
  • Chartered status is recognised and respected by consumers as a mark of trust and strong ethical conduct

For further information, please see the video on this link:

Our Chartered status means a lot to us. It was not easily achieved and it takes constant investment in customer service and commitment to professionalism to maintain.

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