About us - Chartered status

Our commitment to the highest professional standards

Only the most professional and capable firms in our industry are awarded the title of Chartered Financial Planners, and the fact that we are among them is a constant source of pride.

Awarded by the Chartered Insurance Institute, the title indicates our commitment to the very highest levels of customer service and our rigorous approach to financial planning.

Like all Chartered Financial Planners, we are committed to the Chartered Insurance Institute’s Code of Ethics and Conduct, reinforcing our high standards of professional practice across all our business dealings.