Benefits of being Chartered
Find out what this status means for you and the benefits of working with a Chartered financial planner.
What does it mean?
Chartered status is the “gold standard” of financial planning and positions our firm among the UK’s leading practices. To secure Chartered status, we must demonstrate:
- The highest levels of technical knowledge through professional qualifications
- A commitment to the ongoing development of our skills and knowledge
- An adherence to ethical conduct.
How it benefits you
Upholding the highest level of professionalism is vital for us as it demonstrates trustworthiness and allows clients to recognise the value of our work. Being Chartered means that you’ll receive outstanding advice and the best outcome for your needs. Most of all, it shows that you’re in the safe hands of proven professionals.