Why choose a Chartered firm? Why choose a Chartered Financial Planner?

After completing another stringent application to renew our Chartered status, we are delighted to announce our standards have once again met the criterion demanded of the Institute and our status has been upheld.

Whether looking for professional financial advice on such important issues as Financial Planning & Investment Advice, Retirement Planning or Estate Planning matters, we’re often recommended to seek an Independent Financial Adviser who has achieved Chartered Financial Planner status.

But what does this mean? And why does it matter?

A Chartered Financial Planner is someone with considerable academic qualification and technical knowledge that backs up their advice and guidance. The Chartered Insurance Institute (CII) consider a Chartered Financial Planner as the “gold standard of financial planning” for ethics and professionals.

A Chartered Financial Planner would have successfully passed through several examinati