“We’re proud to have been awarded the prestigious title Chartered Financial Planners by the Chartered Insurance Institute (CII)”

“This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can
deliver the highest quality advice”

“Chartered firms must follow a demanding code of ethical practice.  This means they must work in a principled manner that places
clients’ interests at the heart of the advice they give”

Chartered status – granted by the Privy Council – is the industry’s gold standard for financial planners and is currently met by fewer
than 300 firms across the country” (Source: CII, March 2010)