I am delighted to announce that we have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
The CII is empowered by the Privy Council to award this status. The award is only made in exceptional cases, with under 300 firms nationwide who have received the designation to date.
Chartered status is the industry’s gold standard. It confirms that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
In addition, we are listed as an approved financial planning firm on the Law Society endorsed “SIFA Directory of Financial Advisers” which is again subject to stringent eligibility criteria.
With the Professional Financial Centre, you can rest assured knowing that you are dealing with proven professionals at the highest levels of service for both you and your clients.