We’re proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII).

All of our Financial Planners are individually Chartered, as well as our firm itself.

Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices. Chartered firms must:

  • Meet rigorous criteria relating to professional qualifications and competence. We have therefore demonstrated the highest levels of financial and technical knowledge through assessment.
  • Regularly consolidate and update their knowledge. We are therefore committed to continuous professional development.
  • Adhere to ethical and best practice codes, following an industry Code of Ethics which is enforced through disciplinary sanctions. You can therefore rest assured that your best interests are at the heart of everything we do.

By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.

We believe that our Chartered status brings a wealth of benefits to our clients, and this is reflected in our recruitment philosophy; only Financial Planners who have already attained that standard, or have a clear commitment to do so, will be considered as potential additions to our team.


Two members of the team, Jeremy and our technical expert Phil, are both Fellows of the Personal Finance Society. This is the highest accreditation bestowed by the PFS.


If you wish to know more about how using a Chartered firm can ensure you receive the highest standard of financial service, please do not hesitate to contact us.