Only 1% of financial planners are chartered.  We are one of them

Chartered status enables individuals and firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. It tells their customers that they can expect the highest quality of service.


With increased FCA regulation, new distribution channels, intense competition and relentless media scrutiny, the insurance and financial services sector has had to raise its game.


And today's consumers are more demanding than ever. They want advisers and product providers to demonstrate professional capabilities. They expect to deal with individuals and firms who can provide first-class service, advice and support. Independent research shows that consumers recognise and value the Charter marque as an indication of merit, capability and commitment to ethical practice.


Genuine professionalism has never been so valued - or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today's "gold standard" of excellence and integrity.