Chartered Status

The company has been awarded the highest accolade granted by the Chartered Insurance Institute (CII) - Chartered Status. This recognition resulted from a thorough examination of the company with regards to our staff qualifications, competence and ethical behaviour.

The Chartered Insurance Institute's description of the award states that;

"The Chartered Financial Planners title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.

Chartered firms must also follow a demanding code of ethical practice. This means that they must work on a principled manner which places clients' interests at the heart of the advice they give.

Chartered status - granted by the Privy Council - is the professions gold standard for financial planners."

At present, very few UK organisations have achieved this award. It is further evidence we are providing the best knowledge, expertise and service standards.