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!