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Accreditations
Accreditations
The benefits of having a Chartered Financial Planner
Chris has been awarded Chartered Financial Planner status by the Chartered Insurance Institute (CII). It symbolises Chris’s technical competence and signifies a public commitment to upholding professional standards.
Chartered status is recognised as a mark of trust, so dealing with Chris means you are working with one of the most highly qualified and respected financial planners in the industry. You know you will be in safe hands.
Accreditations
Working with a Certified Financial Planner
In addition to being Chartered, Chris also holds the accreditation for Certified Financial Planner (CFP). It is recognised globally as the gold standard for financial planning professionals, and is awarded by the Chartered Institute for Securities and Investment (CISI).
It is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.
Accreditations
Chris is a Fellow of the Personal Finance Society
Fellowship is the highest designation awarded by the Personal Finance Society. Completing the programme shows that Chris has attained and maintained the highest level of professional financial planning achievement.
You’ll see the benefit through Chris’s knowledge, technical capability, and ongoing commitment to professional development, meaning you’ll always receive superior service.
