Tel: 020 8508 0156

Chartered Financial Planners

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:

  • You are dealing with a company that abides by the highest code of Ethics – as set out by the Chartered Insurance Institute
  • You will be dealing with a very highly qualified adviser with years of experience
  • You will receive the highest possible level of advice and ongoing service

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

Authorised and regulated by the Financial Conduct Authority (221278)
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