WE ARE CHARTERED
In January 2009 we were one of the first firms to achieve Chartered Financial Planner Status in the North East.
As we are Chartered we follow a demanding code of ethical practice. This means we must work in a principled manner that places clients' interests at the heart of the advice we give.
Why use a Chartered Financial Planner?
Chartered status brings with it serious obligations. We are required to ensure the advice, service, and ongoing support we provide to you is:
Of the highest quality.
Based solely on your researched needs.
Provided by someone operating within their level of competency.