Chartered Financial Planners

Why do you need a Chartered Financial Planner?

We are proud to be a firm of Chartered Financial Planners – the gold standard of financial planning and advice.

But what does it mean to our clients?

Working with a Chartered Financial Planner means you can be assured that we meet rigorous eligibility criteria. It’s a sign of our commitment to excellence and that we uphold the highest standards of ethical practice, knowledge and skills. When you use a Chartered firm, you are dealing with proven professionals. Only the UK’s premier financial planning firms qualify for Chartered status. It is the gold standard of financial planning and positions our firm amongst the UK’s leading practices.

View our short video to find out more about Chartered Financial Planning, or read more about Chartered Financial Planner status here.