Accreditations
We hold corporate Chartered Financial Planners status
As a Chartered firm, we have made a joint public commitment with the CII to deliver the highest standards of professionalism. We must maintain standards of excellence in qualifications, ethics, business practices and professional development.
Chartered status means a great deal to us, as it is only awarded to the UK’s premier financial planning firms. It isn’t just a badge to display on our website; it shows our ongoing commitment to professionalism.
What Chartered status means for you
You can be sure that our team is committed to being ethically driven and knowledgeable.
You will receive competent advice that is based on your needs and requirements.
You are being cared for by a firm that is committed to providing a high quality of service and support.
You benefit from the peace of mind that your best interests are at the heart of everything we do.
Charlie Brown is a Chartered Financial Planner and Fellow of the Personal Finance Society.
Chartered and Fellow status are only awarded to the most highly qualified and committed financial planning professionals and holding these accreditations shows that Charlie is at the forefront of his profession.
But what does that mean for you as a client?
Chartered
You can feel assured that by working with a Chartered Financial Planner, you are working with someone who is committed to:
- The highest levels of technical competence
- The highest levels of client service and support
- Adherence to a professional Code of Ethics
- Acting in the best interests of each individual client
Treating all people fairly regardless of age, disability, gender reassignment, marriage/civil partnership, pregnancy/maternity, race, religion or belief, sex and sexual orientation.
Fellow of the PFS
Fellowship of the Personal Finance Society (PFS) is the highest designation awarded by the PFS. Completion of the Fellowship programme guarantees that you are working with:
- A Financial Planner who has attained and maintained the most prestigious level of professional financial planning achievement.
- A Financial Planner who is committed to continuing professional development (CPD)
- A Financial Planner who adheres to the CII Code of Ethics
