Chartered Financial Planners
We have publicly pledged to put your interests first and there’s an easy way to tell that we’ve done this. The Chartered badge says it all.
The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912. By choosing to become Chartered Financial Planners, we have made a public commitment to professionalism and maintaining standards of excellence in qualifications, ethics, business practices and professional development.
Attaining Chartered status in 2008, the CII has required us to meet a rigorous set of criteria to show we offer the best possible advice, and are fully supported by a dedicated team of qualified and knowledgeable staff.