Chartered Financial Planner Designation

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In January 2008, we were awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII) making us the sixth firm in Scotland to achieve this designation.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. Although Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.