Why Chartered?

Chartered financial planner status allows firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice.

An Exclusive and valuable accolade

With fewer than 300 Chartered firms across the UK, it remains an exclusive and valuable accolade, distinguishing Chartered firms from their competitors and peers of which we are proud to a part.

OFFERING THE HIGHEST QUALITY ADVICE

We’re proud to have been awarded the prestigious ‘Chartered Financial Planner’ title by the Chartered Insurance Institute. 

This title is only awarded to firms committed to developing and maintaining the expertise and capability of their people. Chartered firms must ensure that staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice, such as undertaking professional qualifications, keeping their skill-set up to date.

COMMITTED TO CUSTOMER EXCELLENCE AND PROFESSIONALISM 

Chartered status helps firms attract and retain the best staff. Talented professionals want to work for ambitious, principled organisations, and corporate Chartered status is a clear indicator of the professional standing of a potential employer. 

All staff members who deal with customers belong to the industry’s professional body the Personal Finance Society (PFS), the dedicated financial planning arm of the CII Group, and adhere to its Code of Ethics, which is enforced through disciplinary sanctions.

A STRICT CODE OF ETHICAL PRACTICE

As a chartered firm, we must also follow a demanding code of ethical practice. This means we work in a principled manner that places our clients’ interests at the heart of the advice we give. 

We are required to ensure that the advice, service and ongoing support we provide is based solely on your researched needs and is provided by someone operating within their level of competency.

THE INDUSTRY GOLD STANDARD FOR FINANCIAL PLANNERS 

Chartered status – granted by the Privy Council – is the industry’s gold standard for financial planners. It is a commitment to an overall standard of customer excellence and professionalism. 

LINKS

http://www.cii.co.uk/membership/chartered/ (for more information about Chartered status)

 

A free consultation with our financial experts

Take advantage of our free consultation and get all your questions answered by our financial experts – call us on 029 2050 8000 or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and with no obligation.