Chartered Status 

Chartered Status 

We are an independent firm of Chartered Financial Planners, who have been providing sound,  
effective financial advice to financially established individuals and trust funds for 50 years. 
We’re proud to have been awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. 
 
Chartered firms must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of the advice they give. 
 
A Chartered title is a commitment to an overall standard of customer excellence and professionalism. 
 
 
 
 
 
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