Tel: 020 8508 0156
A very small number of firms have achieved the prestigious Chartered status – the Gold Standard for the industry.
To achieve Chartered Status with the Chartered Insurance Institute, over half the partners in the firm must be Chartered Financial Planners.
For our clients, this means that:
Our partners in the firm who hold the Chartered Financial Planners title are David Smith, Ian Smith and Chris Maycock.
The Chartered Title is a commitment to an overall standard of customer excellence and professionalism