Why You Should Always Choose Chartered

We are extremely proud of our Chartered Financial Planners status. Chartered status is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services, as an objective mark of professional standing among all professions. 

Here, we present the best reasons to always choose chartered.

  1. Always relevant. Always right

The Chartered status demonstrates that we have worked hard to ensure we always provide our clients with the most up to date information and advice.

This means that we can ensure our financial plans are as robust as they possibly can be. Ultimately, this means that our clients have the best possible financial resources available to them.

  1. Fully qualified

Our financial planning team are extremely competent, knowledgeable and committed to maintaining their professional capabilities. With our Chartered status, we are constantly learning new methods and rules to ensure we are providing the best possible advice to our clients.

The Chartered status is only awarded to those financial planning organisations who can show they have a better depth and range of knowledge to offer their clients. It is not easily achieved and takes continuous investment in customer service and commitment to professionalism to maintain.

  1. Ethical and aware

Chartered financial planners are held to the highest professional standards. They need to show that they are not just able to offer the best information, but also to be offering it in an ethical manner.

All of our staff must be members of the Personal Finance Society (the financial planning arm of the CII Group) and must comply with its Code of Ethics, which is enforced through disciplinary sanctions:

  • Comply with the Code and all relevant laws and regulations.
  • Act with the highest ethical standards and integrity.
  • Act in the best interests of each client.
  • Provide a high standard of service.
  • Treat people fairly, regardless of age; disability; gender reassignment; pregnancy and maternity; marriage and civil partnership; race; religion and belief; sex; and sexual orientation.
  1. Maintaining our status

Chartered status is reviewed on a regular basis, meaning that every financial planner with the status must continually improve to ensure they fulfil the criteria set by the Chartered Insurance Institute.

To get in touch with our Chartered financial planners here at gpfm, contact a member of our friendly team today.

This article is for information only and must not be considered as financial advice. We always recommend that you seek independent financial advice before making any financial decisions. Investments can go down as well as up and you may get back less than you invested.