HomeLife

Chartered Financial Planning Firm Status – what’s in a name?

Awards

Chartered Financial Planning Firm Status – what’s in a name?

| |

1 minute read

Our team was delighted, recently, to be advised by the Chartered Insurance Institute (CII) that they had awarded us ‘Corporate Chartered Status’ and therefore Capital is now officially a firm of Chartered Financial Planners.

We’re all familiar with Chartered Accountants, Chartered Surveyors and so on and in precisely the same way, achieving Chartered status is deemed to be the ‘gold standard’ for professional financial advice firms.

It confirms that we have satisfied rigorous qualification criteria by 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 a strict Code of Ethics.

The CII is empowered by the Privy Council to award Chartered Status, and the award is only made in deserving cases. Chartered titles are steeped in history, remaining the benchmark of professional excellence and integrity. Only the UK’s premier financial planning firms qualify for Chartered status and, at the current time, less than 5% of all advisory firms can claim Chartered status.

In short, when you use a Chartered firm, you know that you are dealing with proven professionals, at the top of their game!

Interested in this article?

Why not speak to one of our helpful advisors today to discuss how we can help you

Speak to an adviser today

Sign up to our blog

Each month our expert team create insightful content to help you navigate the world of personal finance. Sign up now to be the first know when we have a new article available.

Related Articles

Here are some similar articles we think you'll find interesting.

CAPITAL LIFE

Getting your financial affairs in order post-lockdown:-preventing a money meltdown before it’s too late

by Don Fraser

Unless you are a global billionaire, coronavirus (C-19) is affecting your life in more ways than you know.

READ
CAPITAL LIFE

Getting your financial affairs in order post-lockdown:-preventing a money meltdown before it’s too late

by Don Fraser

Unless you are a global billionaire, coronavirus (C-19) is affecting your life in more ways than you know.

READ
CAPITAL LIFE

Discover how intergenerational planning can help you and your family straight away

by Don Fraser

Helping family is a financial goal for many of us, but money can be a tough subject for families to navigate. This..

READ