Chartered Status: What it means to you
We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to our clients is:
• of the highest quality
• based on the client's researched needs
• provided by someone operating within their level of competency
• Undertaken subject to a strict code of ethics
Genuine professionalism has never been so valued, or so necessary. The Chartered titles awarded by the Chartered Insurance Institute (CII) remain today's ‘gold standard’ of excellence and integrity.
Latest News
Top-up your pension contributions
The end of the tax year is fast approaching, so now is the time to act to make sure you’re not paying more tax than you have to. One of the best ways to do this is to maximise your pension contributions. Contributing to your pension is one of ... [more]
March Market Commentary
Introduction It’s been a mixed picture across the globe in the last few weeks. Many of the world’s major economies have continued to see minimal growth in recent months, while the UK and Japan have slipped into recession. But the US is bucki... [more]
November market commentary
Introduction All eyes have been on the Middle East following Hamas’ terror attack on Israel on October 7th, which led to the deaths of more than 1,400 people. The resulting conflict has led to a humanitarian crisis in Gaza, fears of a possible... [more]