What it means to be Chartered

We are proud to be a firm of Chartered Financial Planners. 

We firmly believe that Chartered status is the ‘gold standard’ of financial planning. It means we:

• Have achieved the highest levels of technical and professional knowledge and competence through professional qualifications
• Keep our knowledge and skills up to date through continuing professional development
• Adhere to an ethical conduct, which could be enforced through disciplinary sanctions

It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.