Chartered Financial Planner

Chartered Financial Planners Richmond, Surrey

Retirement, Financial & Investment Advice

The award of Chartered titles is strictly controlled by the Privy Council and is an objective measure of the very highest standards of professionalism. We are therefore proud to be awarded the prestigious title “Chartered Financial Planners” by the Chartered Insurance Institute (CII).

Chartered status is only awarded to firms with a commitment to developing and maintaining the knowledge and capability of their people. It also signifies adherence to a demanding code of ethical practice.

Why use a firm of Chartered Financial Planners?

Chartered firms must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. They must also work in an ethical manner that places clients’ interests at the heart of the advice they give.

It also helps firms attract and retain the best staff. Talented professionals want to work for ambitious, principled organisations, and corporate Chartered status is a clear indicator of the professional standing of a potential employer.

For clients looking for the very best advice, Chartered Financial Planner firms are widely regarded to be the ‘Gold Standard’.

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  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

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