Accreditations

When it comes to your finances, you want to know you’re in the safe hands of experts. We pride ourselves on our commitment to professional development and our craft, something which has resulted in the highly qualified team you see today.

Our Chartered status

We’re proud to be one of only a select number of firms in the UK to have been awarded Chartered status by the Chartered Insurance Institute (CII). This title is only given to firms who have demonstrated their ability and commitment to providing the highest quality advice to their clients, developing the knowledge and skills of their people and following a strict code of ethics.

By choosing to work with a Chartered firm, you can be confident that the advice you receive is:

  • Of the highest possible quality
  • Adhering to a strict standard of ethics
  • Provided by a suitably qualified and competent individual
  • Based solely on your unique needs and requirements.

Pension Transfer Gold Standard

As a firm that has met the criteria for achieving the Pension Transfer Gold Standard, you can be confident in our ability to provide safeguarded defined benefit pension transfer advice. By holding this standard, we have committed to:

  • Helping clients understand when advice is appropriate
  • Ensuring advice given supports the clients’ overall wellbeing in the context of their stated objectives
  • Ensuring client understanding and acceptance of all charges
  • Ensuring the most appropriate and updated technical skills are applied
  • Transparent management of Conflicts of Interest
  • Helping clients understand the cost of transferring benefits
  • Avoiding unregulated investments and introducers
  • Transparency in advice processes and outcomes
  • Promoting the Consumer Guide to the Pension Transfer Gold Standard

Fellows of the PFS

Many of our financial planners are Fellows of the Personal Finance Society (PFS), having completed the Fellowship programme. Those who have achieved this highest designation have demonstrated:

  • A prestigious level of professional financial planning achievement
  • A commitment to continuous professional development
  • An adherence to the CII code of ethics

Fellows of the CISI

Several of our financial planners are also Chartered Fellows of the Chartered Institute for Securities & Investment (CISI). By having achieved this highest level of membership, these team members have shown that they are at the pinnacle of professionalism of financial services.

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