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Our Chartered status

As a firm, we are Chartered Financial Planners. Our Chartered status, as awarded by the Chartered Insurance Institute (CII), is an accolade that acknowledges our dedication to our clients.

Chartered status is an indication of a firm’s commitment to continued professional development, exceptional service and client support.

To secure corporate Chartered status, firms must demonstrate:

Our Chartered status is proof of our expertise, knowledge and ethical behaviour. If you would like to learn more about how it benefits you as a client, please get in touch.