Our Chartered status

We're proud to be a multi award winning Chartered financial planning firm with offices in both the UK and Australia. Learn more about the accolade, as awarded to us by the Chartered Insurance Institute (CII).

Chartered is the pinnacle of financial planning standards and positions our firm among the UK’s leading practices.

Chartered firms must:

  • Meet rigorous criteria relating to professional qualifications and competence, demonstrating the highest levels of financial and technical knowledge
  • Regularly consolidate and update their knowledge and be committed to their continuous professional development
  • Adhere to ethical and best practice codes, following an industry Code of Ethics, which can be enforced through disciplinary sanctions

To put it another way, when you use a Chartered firm, you’re dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases.

Only the UK’s premier financial planning firms qualify for Chartered status. By working with a firm of Chartered Financial Planners, you can be confident that you’ll receive the best possible advice, service and support. You can rest assured that your best interests are at the heart of everything we do.

We believe that our Chartered status brings a wealth of benefits to our clients. If you wish to know more about how working with a Chartered firm can benefit you, please contact us.