Vanessa Townshend, VouchedFor Top Rated Adviser 2021
May 7, 2021
We are absolutely delighted to have had our corporate Chartered financial planner status renewed for yet another year.
Issued by the Chartered Insurance Institute (CII), Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
We’re fully committed to delivering the highest standards of professionalism
Each firm that holds Chartered status must adhere to a stringent ethical code – a protocol that underpins broader commitments to professional values. These commitments include:
- Putting customers’ interests first;
- Investing in the ongoing development of our people’s technical skills and knowledge; and
- Supporting broader initiatives that benefit society, as well as the growth of the profession
To find out more about what being Chartered means, you can watch this short video clip: https://vimeo.com/365494059
Contact us to arrange an initial no-obligation consultation
If you would like to arrange an initial no-obligation consultation with one of our expert and friendly team, please call us on 01772 729742. Alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.
