So, what does Chartered Financial Planners mean?

Well, in short, it provides you with the peace of mind that you are dealing with a firm of professional advisers who can provide you with first-class service, 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:

“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 would love to hear from you, so why not contact us today? Call us on 01527 544 955 for an informal chat, or simply send us a message using the form opposite.


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