A Pillar of Excellence: Fiducia’s Chartered Status Renewed

At Fiducia Wealth Management, we are honored to announce the renewal of our prestigious Chartered Financial Planner status by the esteemed Chartered Insurance Institute (CII) in late 2023.

Earning the respected Chartered designation signifies our steadfast commitment to the highest pinnacle of ethics, education, and client service within the financial planning profession. Rigorously obtained qualifications, extensive experience benchmarks, and a proven track record of trustworthiness are minimum requirements to be considered for this elite membership.

As a Chartered firm, Fiducia adheres to the most stringent standards of competency and conduct in serving our discerning clients. Our Chartered status represents a solemn pledge that the guidance we impart is firmly grounded in comprehensive due diligence and entirely suited to each client’s unique needs and objectives.

The distinguished Chartered title also indicates that our team abides by a strict Code of Ethics in their conduct, ongoing continuing education and disciplinary oversight by the CII ensure adherence. Simply put, Chartered represents a dedication to excellence.

Since conferring its first Royal Charter in 1912, the CII has embodied the utmost level of prestige, integrity and capability for over 100 years. Across the United Kingdom, over 20,000 singular professionals and 750 selective institutions currently hold the coveted Chartered designation.

At Fiducia, we are humbled to remain within this top tier of elite Chartered firms symbolising the finance profession at its pinnacle. Our renewed Chartered status reaffirms our commitment to serving as your proven fiduciary, now and for years to come.

Gordon Kearney, Fiducia’s Managing Director commented:

“This is fantastic news for Fiducia, our staff and ultimately our clients. As a company we are very proud to hold Chartered status and believe this is a symbol of our dedication to the financial advice industry and our clients. Congratulations to everyone at Fiducia for maintaining our high standards, we continue to grow together and receiving this renewal is a result of the tireless efforts of all involved with Fiducia.”

If you have financial planning or investment management needs, we encourage you to consider partnering with our Chartered firm. We look forward to maintaining our Chartered status for many years to come as we continue providing specialist guidance that helps families, individuals and business owners achieve their monetary goals.