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We are proud to be chartered

Our Chartered title is a public declaration of our commitment to professional standards. It was granted by the Chartered Insurance Institute (CII), the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.

Chartered Crest Square

Holding Chartered status means we adhere to an ethical code that underpins broader commitments to professional values.

These include putting your interests first, investing in ongoing development of our team’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of our profession.

To hold Chartered status as a firm, the majority of our frontline staff must be members of the CII, and as members we all have access to industry-leading technical intelligence, education and training. We help shape the profession and its response to changing times and we are obliged to maintain our technical knowledge through continual professional development.

In choosing a Chartered firm, you can be sure that our team have made a commitment to being ethically driven, knowledgeable and providing competent advice that is based wholly around your needs and requirements. It also means that as a firm, we are committed to providing a high quality of service and support.

You can find more detail on the aims, standards and what makes a firm Chartered here. You can also look up any company and confirm its status using the CII’s Chartered Firm search.

Ready to take the next step… or want to know how we can help you?

Book a free 15-minute telephone consultation via the form below.

The telephone consultation will help us both figure out if we’re a good fit for each other.

If you want to move forward then we’ll book in a free initial face-to-face meeting; this can be at your home, place of work or you can come to our offices (we have fantastic coffee and biscuits on tap) and either Adam, Rob or Kurt will take a deep dive into your current financial situation and future goals.

How we can help you:

Want to know a little more before you get in touch?

Read about our Holistic Financial Planning
Explore our Fees
Get to know more About Us
Meet The Team

What next?

Call us on 01865 407755 for an initial chat to see how we can assist you. We look forward to hearing from you.

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