Chartered status is a public declaration of adherence to professional standards and demonstrates a commitment to proudly uphold ethical standards.

You can be confident that a Chartered Financial Planner can be relied upon to consider your personal circumstances and devise a plan to help provide you with a secure financial future.

Like Chartered Accountants, Surveyors, or Engineers, you can trust Chartered Financial Planners to be highly qualified, reputable and capable of providing you with high quality advice with the utmost integrity.

Financial planners are required to evidence their adherence to the Code of Ethics through a valid Statement of Professional Standing. This Statement confirms that they are professionally qualified and have committed to continually updating their knowledge.