The best advice from leading professionals in our industry
Having a high level of technical knowledge enables us to deliver the best advice to our clients and places us amongst the UK’s leading professionals.
Charlotte is both a Certified and Chartered Financial Planner, giving you peace of mind that you are working with a highly qualified professional who has demonstrated their technical skill and practical knowledge through rigorous assessment and demonstration.
Chartered Financial Planner
Obtaining the Chartered status is challenging and takes dedication. Once attained it is the ultimate symbol of professionalism, and places you amongst the top professionals within the industry. To secure Chartered status, financial professionals must demonstrate:
- The highest levels of technical knowledge through obtaining advanced professional qualifications.
- A minimum of five years’ experience within the financial services sector
- A commitment to the ongoing development of our skills and knowledge
- An adherence to ethical conduct
This means that you can be confident you will receive the best possible advice, service, and support with your financial planning.