I’m proud to be a Chartered Financial Planner. I’ve achieved this by demonstrating that I’ve met the strict qualifying criteria set by the Chartered Insurance Institute (CII).

Chartered is the “gold standard” of financial planning and positions me among the UK’s leading planners.

Chartered Financial Planners must:

  • Meet rigorous criteria relating to professional qualifications and competence, demonstrating the highest levels of financial and technical knowledge
  • Regularly consolidate and update their knowledge and be committed to their continuous professional development
  • Adhere to ethical and best practice codes, following an industry Code of Ethics, which can be enforced through disciplinary sanctions.

To put it another way, when you use a Chartered Financial Planner, you’re dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases.

Only the UK’s premier financial planners qualify for Chartered status. By working with a Chartered Financial Planner, you can be confident that you’ll receive the best possible advice, service and support. This also means that your best interests are at the heart of everything I do.

I believe that the Chartered status brings a wealth of benefits to my clients. If you wish to know more about how working with a Chartered Financial Planner can benefit you, please do not hesitate to get in touch.

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