What does Chartered Financial Planners mean?


Well, it simply provides you with the peace of mind that you are dealing with a firm of professional advisers that will provide you with first-class service, financial advice and support. In effect, our corporate “Chartered Financial Planners” status is the seal of approval that sets us apart from other firms. In the words of the Chartered Insurance Institute:

Chartered Financial Planners

“Corporate ‘Chartered Financial Planners’ status allows firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. Chartered firms must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. They must also work in an ethical manner that places clients’ interests at the heart of the advice they give.”

We are proud of our Chartered status and we are proud to say that all our advisors are here to help you get the best mortgage, pension & investment advice.

We would love to hear from you, so why not contact us today? Call us on 0121 222 5450 for an informal chat, or simply send us a message using the Contact Form.

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