Our accreditations

Chartered Financial Planners

We’re proud to hold Chartered status as a firm, having gained this title in 2015. Being Chartered is an objective mark of professional standing; it’s awarded to firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards.

As well as holding the Corporate Chartered Financial Planners status, other members of staff have achieved the individual Chartered Financial Planner status, a Level 6 qualification equivalent to a bachelor’s degree.

What our Chartered status means:

• We ensure our technical and professional knowledge and competence through professional qualifications
• We keep our knowledge and skills up to date through our Professional Development Programme
• Our advisory staff must be members of the Personal Finance Society (the financial planning arm of the CII Group) and comply with its Code of Ethics, which is enforced through disciplinary sanctions

Fellows of the Personal Finance Society

Three of our advisers have achieved Fellowship status, the highest award available from the Chartered Insurance Institute, proving the exceptional dedication of our people on an individual level.

This is evidence of a prestigious level of financial planning capability and our team’s dedication to professional development.