What it means for you

Our Chartered status

Chartered status is the ‘gold standard’ of financial planning and positions us amongst the UK’s leading practices.

Best in class

Providing the best service

When you see the Chartered logo you can be sure you’re working with planners who are ethical, knowledgeable, professional and will put your interests first.

Chartered financial planners and CISI logos


A mark of excellence

The detail

What is Chartered status?

Quite simply, it’s about dealing with a professional. Chartered Financial Planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, then placed a public badge on that commitment.

The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all. We must provide proof on a yearly basis that we are still eligible to hold the title and that we are adhering to the CII code of ethics.

Next steps

Get in touch

If you want to know more about our plan and process, simply pick up the phone, get in touch and we would be happy to talk through financial options with you.