Chartered Financial Planners

We’re proud to have been awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII).

This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.

Chartered firms must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of the advice they give.

Chartered status – granted by the Privy Council – is the industry’s gold standard for financial planners. A Chartered title is a commitment to an overall standard of customer excellence and professionalism.


Certified Financial Planner (CFPTM)

CFPTM certification is the only globally recognised mark of professionalism for Financial Planners.

As ‘Certified Financial PlannerTM‘ professionals, our advisers have been tested to make sure we meet rigorous international competency, ethical and professional practice standards.

We are qualified to deliver integrated financial solutions that allow you to take control of your finances and achieve your life goals leading to the best financial planning results.