Chartered Financial Planner Status

Hot on the back of becoming a Certified financial planner, I have now been given the highly prestigious Chartered Financial planner title, issued by the CII (Chartered Insurance Institute)

This means that I am one of a very small percentage of financial advisers in the UK that hold both, Chartered and Certified status.

What does it mean for you?

In the main, it shows that I have demonstrated my knowledge and application of a number advanced areas of financial planning and have does these to a high standard. It also gives potential clients and professional partners the confidence that my technical knowledge and application has been rigorously tested against advanced criteria.

I have always been fully focused on attaining the highest level of knowledge to ensure that I assist my clients, both current and future, to the best of my ability and I believe these designations will ensure that this is the case.