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.
How about a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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