The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planner’ title to Depledge Strategic Wealth Management Ltd.
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability and is further evidence of Depledge Strategic Wealth Management striving for the highest standards within the advice profession. Every Chartered Financial Planner must commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
Depledge Strategic Wealth Management Ltd specialises in providing advice on all types of investment and life assurance for individuals and businesses. Principal Financial Planner, Andrew Day, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for the company:
“We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”
To date, fewer than 650 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.