Chartered Financial Planner Status

Chartered financial planner status is an exclusive title only awarded to firms that meet rigorous criteria relating to professionalism and capability. All chartered firms commit to a code of ethics, reinforcing the highest standards of professional practice in their business dealings. A chartered title is not simply recognition for passing exams but brings with it a number of serious obligations.

The title Chartered financial planners is a public declaration that the advice given by gpfm is:

  • Of the highest quality
  • Based solely on the needs of our clients
  • Provided by someone fully qualified to provide that advice

Securing chartered status is a landmark for the company. We have always prided ourselves on being thoroughly professional in everything we do and to receive external recognition this way is very gratifying. As a chartered firm we signal our commitments to the highest levels of service to our clients.

To date, fewer than 802 firms have achieved Chartered financial planner Status and there are approximately 23,500 regulated financial adviser firms in the UK, indicating that this is a highly exclusive award reserved for the leading firms within the financial planning market.

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