Benefits of Chartered status

Not all financial planning firms can say they hold Chartered status, but we can…

What does Chartered mean?

In 2013 we were awarded Chartered Financial Planners status by the Chartered Insurance Institute (CII) – the “gold standard” of financial planning.

We are one of only a handful of Chartered Financial Planners in Hertfordshire, a claim we are immensely proud of. Chartered status is awarded to planners who have a strong commitment to the professional development of all employees and engage strongly with the CII and other professional qualifications.

It is the highest mark of trust, capability and professionalism in the industry.

Upholding our status

As Chartered financial planners, we must uphold that our advice 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.