Renewal of Corporate Chartered Status

In June 2019 we were delighted that the Chartered Insurance Institute re-awarded us Corporate Chartered status for the 7th year in a row. Chartered Financial Planners commit to adhere to the very highest standards of ethics, client care and professional qualifications, making sure that their knowledge and commitment ensures clients can be assured of the very highest standards from their financial adviser, essential when dealing with and achieving life’s financial goals. We view it very much as a partnership and we know our clients value that, as we do them.