I’m proud to be a Chartered Financial Planner. I’ve achieved this by demonstrating that I’ve met the strict qualifying criteria set by the Chartered Insurance Institute (CII).
Chartered is the “gold standard” of financial planning and positions me among the UK’s leading planners.
Chartered Financial Planners must:
- Meet rigorous criteria relating to professional qualifications and competence, demonstrating the highest levels of financial and technical knowledge
- Regularly consolidate and update their knowledge and be committed to their continuous professional development
- Adhere to ethical and best practice codes, following an industry Code of Ethics, which can be enforced through disciplinary sanctions.
To put it another way, when you use a Chartered Financial Planner, you’re dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases.
Only the UK’s premier financial planners qualify for Chartered status. By working with a Chartered Financial Planner, you can be confident that you’ll receive the best possible advice, service and support. This also means that your best interests are at the heart of everything I do.
I believe that the Chartered status brings a wealth of benefits to my clients. If you wish to know more about how working with a Chartered Financial Planner can benefit you, please do not hesitate to get in touch.
With a Chartered and Certified Financial Planner, we have one of the UK’s top financial services professionals on our team.
As a Certified Financial Planner, Chris demonstrates that he abides by the CISI’s Code of Conduct which defines their ethical responsibilities to the public, clients and employers. He has also met the relevant work experience standards to demonstrate that he possesses financial counselling skills, in addition to financial planning knowledge.
As a Chartered Financial Planner, Chris has demonstrated that he has met the strict qualifying criteria set by the Chartered Insurance Institute (CII). This mark of trust shows that Chris is at the forefront of his profession.
What our clients say
Our friend in Kendal
We've been talking since 1999
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We've been talking since 2014
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We've been talking since 2019
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We've been talking since 2004
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We've been talking since 1999
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We've been talking since 1992
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We've been talking since 2016
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