Chartered Financial
Planner
The new title of
Chartered Financial Planner was granted to the Chartered Insurance
Institute (CII) by the Privy Council in 2005.
To date fewer than
1,000 individual financial advisers have attained this title in the
UK. Nick
Bamford, Martin
Bamford and Tony
Wynne at Informed Choice are all Chartered Financial
Planners.
Corporate Chartered
Title
In December 2007 we
were awarded the prestigious Chartered Financial Planners
designation by the Chartered Insurance Institute. We became
the 99th firm of Chartered Financial Planners in the UK.
This is the industry's
gold standard for firms of financial planners. It confirms
that we have satisfied rigorous qualification criteria in terms of
retaining highly-qualified staff who subscribe to the membership of
the CII.
It also involves a
commitment to continuing professional development and adherence to
an industry standard Code of Ethics and Conduct. You can view
the Code at www.cii.co.uk
within the section on Membership.
When you use a
Chartered firm you are dealing with proven professionals. The CII is
empowered by the Privy Council to award Chartered status, and the
award is only made in deserving cases. And while Chartered
titles are steeped in history, they remain the benchmark of
professional excellence and integrity.
Only the UK's premier
financial planning firms qualify for Chartered status. If you
wish to know more about how using a Chartered firm can get you the
best possible advice, service and support, please contact
us.
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