Financial Planning 
Mobile: 07772 195329 
Office: 02476 011704 
 
 
 
 
Why Use a Chartered Financial Planner? 
 
Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to you is: 
 
Of the highest quality 
Based solely on your researched needs 
Provided by someone operating within their level of competency. 
 
Chartered Financial Planners meet these obligations in a number of ways: 
 
A commitment to the technical and professional development, such as professional qualifications 
Being a member of the industry’s professional body, the Personal Finance Society (PFS), the dedicated financial planning arm of the CII Group, and adhere to its Code of Ethics which is enforced through disciplinary sanctions 
Adhering to the PFS’s continuing professional development requirements, ensuring our knowledge and skill-set are kept up-to-date. 
 
A Chartered title is a commitment to an overall standard of customer excellence and professionalism. 
What’s the Background Behind the Title? 
 
Introduced in 2006, the individual ‘Chartered Financial Planner’ title is regarded as the premier title for financial advice professionals. 
 
Chartered status is helping to elevate holders to the same public standing enjoyed by other Chartered professions. It further reinforces clients’ belief and conviction in the professionalism and ethical credibility of the holder. 
 
The title is available to members carrying on business as providers of financial planning advice, or related activities, to individuals or corporate entities who meet the following criteria: 
 
Hold the Advanced Diploma in Financial Planning 
Have five years’ relevant industry experience (not necessarily post-qualification) 
Adhere to the Chartered Insurance Institute’s Code of Ethics and Conduct 
Demonstrate three years’ existing Continuing Professional Development (CPD) and commit to maintaining this activity 
 
 
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