Chartered Financial Planners: The Gold Standard
Informed Choice is very proud to be a firm of Chartered Financial Planners.
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.