Our Chartered status
Why choose a Chartered financial planner?
There’s a very good reason why we like to make a song and dance out of our Chartered status, and that’s because it recognises us as one of the UK’s leading firms of financial planners. It’s considered to be the “gold standard” of financial planning.
We’re incredibly proud of our status, and we’re even prouder of the service we deliver to our clients.
As a Chartered firm, we must:
- Meet rigorous criteria relating to professional qualifications and competence.
- Regularly consolidate and update our knowledge.
- Adhere to ethical and best practice codes, following an industry Code of Ethics.
