Proudly putting you first
We were delighted to be awarded Chartered Financial Planner status from the Chartered Insurance Institute (CII) in 2019.
The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. We are proud to be one of them.
Why choose a Chartered Financial Planner?
Quite simply, it’s about dealing with a professional. Chartered status is awarded to those who display eminence in their field, primarily for commitment to developing and maintaining integrity, professionalism and knowledge.
It signifies adherence to a challenging ethical code of practice and means we must maintain standards of excellence.