Corporate Chartered status
Chartered status is only awarded to financial planning firms that make a public commitment to align themselves with the ethics and values of the Chartered Insurance Institute (CII).
It proves we provide quality financial advice, backed up by professional qualifications and continued development, in a bid to seek good client outcomes.
You can be confident that a Chartered firm will have core values in place, sound business practices and a diversity and inclusion policy in line with the CII Code of Ethics.
We have made a commitment to hold the Chartered mark and maintain these standards in order to reinforce public trust in us and our profession as a whole.
Pension Transfer Gold Standard
We were among the first firms in our region to sign up to this professional code of practice governing pension transfers.
The voluntary standard demonstrates that we provide appropriate and transparent advice, based on nine key principles. Member firms must also have the relevant regulatory permissions, no ongoing sanctions and adequate professional indemnity insurance.
To find out more about our support of this scheme, click here. The Pension Advice Taskforce has also produced a Consumer Guide to the Pension Transfer Gold Standard to help you make informed decisions about moving pension benefits.