‘Chartered status’ is the industry’s gold standard for firms of financial planners. As well as confirming that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership of the CII, It also involves a commitment to continuing professional development and compliance with an industry standard Code of Ethics and Conduct.
Dealing with a Chartered firm means you are 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. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
You can watch a short video explaining the benefits of dealing with a Chartered Financial Planner here: