Why chartered?

This is the industry’s gold standard for financial planners. We are the first firm of financial planners in Ashbourne to have attained Chartered status. In achieving Chartered status it confirms that we have satisfied strenuous criteria both in terms of the caliber of our staff and the standards to which they must adhere.

As a Chartered firm we have a commitment to the Continuing Professional Development of our staff so that they are regularly maintaining and improving their knowledge and we work to an industry standard Code of Ethics and Conduct, which can be viewed at www.cii.co.uk/code.

By using a Chartered firm you can rest assured that you are dealing with professional, ethical advisers as the award is only made in deserving cases. The CII is empowered by the Privy Council to make the award and while Chartered titles have a long history, they remain the benchmark of professional excellence and integrity.