Our Chartered status

We hold the prestigious title of Chartered Financial Planners, widely recognised as a symbol of trust.

A hallmark of professionalism

Granted by the Chartered Insurance Institute (CII), Chartered Financial Planners status is awarded to firms that make a public declaration of their commitment to professional standards.

As a Chartered firm, we adhere to an ethical code that underpins broader commitments to professional values. These include putting customers’ interests first, investing in the ongoing development of our team’s technical skills and knowledge, and supporting wider initiatives that benefit society.

What our Chartered status means for you

Chartered status sends an important message to our current and future clients. In choosing a Chartered firm, you can be sure that our team has made a commitment to be ethically driven and to provide competent advice that is based entirely on your needs and requirements.

It also means that, as a firm, we are committed to providing a high quality of service and support.