In January this year we received confirmation from the Chartered Insurance Institute (CII) that they had renewed our Corporate Chartered status for 2025.
This prestigious designation sets us apart as the only Chartered financial planning firm with offices in both Australia and the UK.
As you can probably imagine, we are proud of this designation and that feel it’s a recognition of our hard work and commitment to providing expert financial advice over many years.
Read on to find out more about Chartered status and, most importantly, what it means for you if you are a client of bdhSterling. Or thinking of working with us.
Chartered status is the pinnacle of many professional trades
Chartered status means a specific profession has its rights and privileges established by means of a royal charter.
The relevant managing body for each profession will guard these rights carefully and ensure that Chartered status has to be earned through the demonstration of high standards of performance and probity.
The website of the CII, who are our managing body, confirms that they are “dedicated to building public trust in the insurance and financial planning profession” and that “all members commit to high professional standards by maintaining continuing professional development and adhering to a published ethical code”.
What our Charted status means for you
Only the UK’s premier financial planning firms qualify for Chartered status.
By working with a firm of Chartered financial planners like bdhSterling, you can be confident that your best interests are at the heart of everything we do, and that you’ll receive the best possible advice, service, and support.
Furthermore, CII qualifications are recognised across the global financial services sector, which means that our commitment to the highest professional standards applies just as much in Australia as in the UK.
You will benefit from:
- Working with financial professionals who possess a deep understanding of financial markets, products, and strategies.
- The comfort of knowing the adviser you work with will adhere to the highest ethical standards.
- Tailored financial advice from an expert, which aligns with your individual goals and circumstances.
We believe that our Chartered status brings a wealth of benefits to you. Alongside our dual registration, it means that we can help all our clients get financial clarity and gain the peace of mind that comes from financial security through expert advice.
As a Chartered firm, we are obliged to maintain the highest standards
Having worked hard to achieve Chartered status, there can be no resting on our laurels.
As a company, and as individuals, we are expected to:
- Continue to meet rigorous criteria relating to professional qualifications and competence and demonstrate the highest levels of financial and technical knowledge.
- Commit to ongoing professional development in an industry that is constantly changing.
- Demonstrate that we are maintaining the ethical standards outlined in the industry Code of Ethics, which can be enforced through disciplinary sanctions.
We truly appreciate the trust you’ve placed in us with your long-term wealth and future financial security. We’re committed to doing everything we can to meet your expectations and support your financial goals.
Get in touch
At bdhSterling, we have a wealth of experience in helping clients with their financial planning.
Get in touch to find out how we can help you.
Please note
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.
This article is for information only, it does not take into account your personal objectives, financial situation, or needs.
Please do not solely rely on anything you have read in this article and ensure that you conduct your own research to ensure any actions you may take are suitable for your circumstances.
All contents are based on our understanding of HMRC and ATO legislation, which is subject to change.