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.

 

Chartered Financial Planner Status
We have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at www.cii.co.uk within the section on Membership.

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. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

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Copyright © 2007 Accountants Financial Services (Scotland) Ltd. All rights reserved. Authorised and regulated by the Financial Services Authority. Accountants Financial Services (Scotland) Ltd. Registered Office Buchanan Court, 132 Calton Road, Edinburgh, EH8 8JQ. The information and content of this site is intended for UK consumers only and is subject to the UK regulatory regime. The FSA do not regulate some forms of mortgages, inheritance tax planning or will writing services.

 
 
Click here to find out about our new Chartered Financial Planner status