What a great way to be able to kick off our new blog section of the website by announcing our Chartered status.
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 capability and maintaining ethical standards.
We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. It signals our commitment to the highest levels of service to our customers.”
To retain our title we must ensure the advice, service and ongoing support we provide to you 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 ensure our technical and professional knowledge and competence through professional qualifications.
- We keep our knowledge and skills up-to-date through continuing professional development.
- And our 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.
Our Chartered title means a lot to us. It was not easily achieved, and it takes continuous investment in customer service and commitment to professionalism to maintain.
To date, fewer than 700 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.
