Our Status

Our status

As a firm with Chartered Status, we hold the highest level of professional accreditation. We operate on a sound ethical basis, placing client interests first. Our people are competent, knowledgeable and committed to maintaining their professional capability. These are precisely the qualities embodied by Chartered status – and the reason we are proud to have achieved our Chartered title.


Chartered status is an objective mark of professional standing among all professions. It is awarded to firms who can demonstrate commitment to developing knowledge, enhancing capacity and maintaining ethical standards. 

The title of Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services. Chartered firms must comply with serious obligations and, in order to retain our title, we must ensure the advice, service and ongoing support we provide to our clients are of the highest quality.

Our advice must be based solely on your researched needs, and provided by someone competent to discuss products and services that meet your requirements. We remain committed to:

  • Ensuring our technical and professional knowledge is maintained through professional qualifications.
  • Keeping our knowledge and skills up-to-date through continuing professional development. 
  • Membership of the Personal Finance Society (the financial planning arm of the CII group) and complying with its Code of Ethics. 

Our Chartered title means a lot to us, and it was not easily achieved. It takes continuous investment in customer service and professionalism to maintain.