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Chartered
Financial Planner
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
only 1,700 individual financial advisers have attained
this title in the UK. Nick
Bamford, Martin
Bamford, Sandy
Lowth and Andrew
Neligan 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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