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As Chartered Financial Planners, we place a real emphasis on a client centric approach to Financial Planning.

We work with Private Clients and Companies. We listen to them. We understand their financial objectives and help them achieve theirs goals as they move through the various stages of the Financial Planning Life-Cycle.

Chartered status – what it means for you

It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

We attained the prestigious Chartered Financial Planners (awarded by the Chartered Insurance Institute, CII) in 2011, and we are extremely proud to have retained the industry’s gold standard for firms of financial planners ever since.
It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe 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
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, and while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

We are one of only a very small proportion Financial Planning firms in the UK to demonstrate the endeavour and commitment necessary to qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

We are very proud to be part of this exclusive group of firms.


Do you only offer advice on certain products from certain companies?
No, we conduct whole of market research and offer independent advice.
What does being a Chartered Firm mean?
It is the highest level of corporate accreditation offered by the Chartered Insurance Institute. Firms reaching this standard have met a higher level of excellence and professionalism. For further details go to
How do I pay for your advice?
We offer a number of different methods by which we can be remunerated for our work. An initial meeting is offered without obligation and at our own expense, and during this meeting we will fully explain all the options to you. We will not proceed with any work, until you have agreed to what and how we are paid.
Do you offer an ongoing review service?
Our preference is to build long term relationships with our clients. We agree a pattern of review meetings based on how often you would like to meet.
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