The ‘gold standard’ in financial planning, Chartered status demonstrates a significantly higher level of knowledge than the minimum required to become a financial planner. We passionately believe that Rebecca, Tina and Caroline’s clients benefit from that increased knowledge.
Being a Chartered adviser also demonstrates a commitment to professionalism and the highest ethical standards.
To maintain the accreditation, advisers must keep their knowledge and skills up to date through high-quality and regular professional development. They must also adhere to a Code of Ethics enforced through disciplinary sanctions.