Chartered status

Chartered status

Chartered status is awarded by the Chartered Insurance Institute (CII), the leading professional body for the global financial services profession. Competence, knowledge and ethical behaviour are the qualities embodied by ‘Chartered’ status.

This short video shows you more about the experience of working with a Chartered Financial Planner.

Our Chartered status is important to us so to demonstrate our commitment we:

  • ensure our technical and professional knowledge and competence is evidenced through professional qualifications
  • keep our knowledge and skills up to date through continuing professional development
  • insist our financial planners are members of the Personal Finance Society (the financial planning arm of the CII) and
  • comply with its Code of Ethics, which is enforced through disciplinary sanctions

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