Balance: Wealth Planning is one of only a few firms in the UK that have obtained Chartered status. Considered the ‘gold standard’ in financial planning, we share with you what it means to work with a Chartered Financial Planner.
Chartered status raises standards
According to the Chartered Insurance Institute (CII)’s database, there are only 643 Chartered Financial Planners in England. Within our firm, we have four members who are chartered financial planners. Rebecca Aldridge, Caroline Keegan, Susie Lovell, and Alistair Hill have all successfully achieved this status.
Balance: Wealth Planning is one of the top 15% of financial advice companies in the UK with this gold-standard status. Equivalent to a degree, we’re very proud of this prestigious accreditation, which is issued by the CII. Their aim is to raise standards within the finance sector by awarding this accreditation to those who demonstrate excellence.
“By choosing Chartered, you are choosing a financial planner who has made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development. The CII sets the bar, a firm meets it.”
Chartered Insurance Institute (CII)
The CII have a strict Code of Ethics that is enforced, and we have to adhere to this or face disciplinary sanctions. To retain our Chartered status, we also have to undergo regular professional development, keeping our skills and knowledge base up to date. Always look for the Chartered badge when you consider using a financial planning firm.
How do our clients benefit?
As one of our clients, we passionately believe that you benefit from this status. Obtaining this financial planning ‘gold standard’ means that our team have a significantly higher level of knowledge than unchartered planners. You can have confidence not only in our abilities and expertise, but also in terms of our professionalism and ethics.
As an independent financial planning firm, we have whole-of-market access to financial products. Our approach is holistic; we consider your aims and aspirations before we start working on your finances. Our team have trained with the Kinder Life Planning Institute.
When you receive financial planning advice from our team, you can rest assured that this will be delivered to the highest standard. We always act with integrity, and we charge fixed fees for fairness and transparency.
We have six highly qualified, expert Financial Planners, while only 10% of financial planning companies in the UK have more than five advisers. Therefore, our firm has several decades of combined experience on hand for you to benefit from.
Out of six financial planners, four are female, which we’re very proud of considering only 10% of financial advisers in the UK are women. We’re also one of only 23% of UK firms authorised to provide advice on Pension Transfers.
We have two ranges of in-house investment portfolios with 10 risk levels, including a responsible investing option. Low cost and well-diversified, our portfolios consistently show strong performance in line with market benchmarks.
There are no geographical barriers to working with us. Although we have offices in Nottingham and Lincoln, we can serve clients remotely across the UK using Microsoft Teams.
Chartered Financial Planners
Balance: Wealth Planning is proud of the fact that our team includes Chartered Financial Planners. Alongside this prestigious status, we also have a series of other accreditations and awards that we have obtained over the years. We’ve been voted as the Top 100 Financial Planning Company and Best Financial Adviser to work for.
As one of our clients, you will have peace of mind that high standards are constantly being met and maintained. We want to positively influence as many people as possible through our expertise, helping to change our clients’ lives for the better.
Get in touch to speak to our team of Chartered Financial Planners.
https://balancewealth.uk/about-us/chartered-financial-planners/
