We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We aim to help you live for today and plan for tomorrow.
In November 2010 we were awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly qualified staff who subscribe to membership of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.
When you use a Chartered firm 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. Chartered titles are steeped in history and they remain the benchmark of professional excellence and integrity.
Only the UK’s premier financial planning firms qualify for Chartered status.
Certified Financial Planner (CFPTM) Chartered MCSI represents the highest professional certification that can be awarded to a Financial Planner. They are the most recognised Financial Planning marks in the world.
CFPCM Chartered MCSI professionals find themselves at the top of their profession – in a position to offer a highly effective service to their clients. When dealing with a CFPTM Chartered MCSI professional, you can be sure you are dealing with a practitioner who is academically and practically qualified to provide a comprehensive Financial Planning service at the highest level.