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Chartered status

In July 2014, InvestAcc Wealth Management Limited was awarded the status of Chartered Financial Planners by the Chartered Insurance Institute.

‘Chartered status’ is the industry’s gold standard for firms of financial planners. As well as confirming that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership of the CII, It also involves a commitment to continuing professional development and compliance with an industry standard Code of Ethics and Conduct.

Dealing with a Chartered firm means you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Chartered Financial Planners

 

Our Chartered Status – What does it mean for you ?

You can rest assured that your financial affairs are being dealt with by a firm qualified to the highest professional standards and who also have considerable experience and knowledge from which to draw.  Chartered Financial Planners are committed to continuous professional development to ensure that the advice you receive is always up to date and accurate as well as appropriate for your circumstances.

A Chartered title is a commitment to an overall standard of customer excellence and professionalism, which is only awarded to the UK’s premier financial planning firms.