We are absolutely delighted to have had our corporate Chartered financial planner status renewed for yet another year.
Issued by the Chartered Insurance Institute (CII), Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
Each firm that holds Chartered status must adhere to a stringent ethical code – a protocol that underpins broader commitments to professional values. These commitments include:
To find out more about what being Chartered means, you can watch this short video clip: https://vimeo.com/365494059
If you would like to arrange an initial no-obligation consultation with one of our expert and friendly team, please call us on 01772 729742. Alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.