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Cambridge Office

01954 233650

Bury St Edmunds Office

01284 722600

Chelmsford Office

01245 290702

Chartered Financial Planners

We gained Chartered Financial Planners status in 2015. 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.

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. One of our advisers has also achieved Fellowship status, the highest award available from the Chartered Insurance Institute, proving the exceptional dedication of our staff on an individual level too.

What does this mean for you?

Our Chartered status provides you with an independent standard that shows we can give you a full financial planning service and access to a Chartered Financial Planner.

To retain our title we must ensure the advice, service and on-going 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 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

We are proud of our Chartered status. It was not easily achieved, and takes continuous investment in customer service and a commitment to professionalism to maintain it.