Chartered status is a public commitment to professional standards and is granted by the Chartered Insurance Institute, the professional body for insurance and personal finance.
To retain our title, we ensure that we’re accountable for the standard of advice, service and support we offer to you. Our advice must be based solely on clients researched needs and be provided by someone competent to discuss products and services that meet their requirements.
- We maintain our technical and professional knowledge and competence through professional qualifications.
- We keep our knowledge and skills up-to-date through continuing professional development.
- Our staff are members of the Personal Finance Society.
Being a Chartered financial planning firm means giving our customers access to a Chartered financial adviser at all times and The Chartered mark represents our commitment to professionalism and putting our customers first.
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Call us on: 020 7499 6424
or email us at: [email protected]