Chartered Financial Planner

I have been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII).

This is the industry's gold standard for firms of financial planners. It confirms that I have satisfied rigorous qualification criteria and subscribing to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry-standard Code of Ethics. You can view the Code at

Only the UK's premier financial planning firms qualify for Chartered status, so you can be confident that you are dealing with a leading business that is wholly committed to providing you with the best possible advice, service and support.

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