Our Accreditation
Chartered Financial Planners.
We have been awarded the title of Chartered Financial Planners by the Chartered Insurance Institute.
The title Chartered Financial Planner is the most widely accepted ‘gold standard’ qualification available for professional financial planners/financial advisers in the United Kingdom.
As a firm of Chartered Financial Planners, we must abide by a strict criterion including retaining numerous highly qualified staff, as well as an ongoing commitment to continuing professional development.
We must also adhere to an industry standard Code of Ethics.
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Would you like to know more?
Please call our team on 01832 279170 to arrange a meeting or complete our contact us form and we’ll come back to you as soon as we can.
