Chartered Financial Planners

Gresham Wealth Management hold the prestigious title of ‘Chartered Financial Planners’. Awarded by the Chartered Insurance Institute (CII), Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour in the financial services industry.

There are currently only around 900 firms in the UK that have achieved Chartered Financial Planners status. As such, being Chartered is a relatively rare and revered status to hold.

Chartered Firm with Chartered Individuals

Seen by the industry as ‘the gold standard’ of financial advice, Chartered status can apply to both individuals and firms.

For individuals, becoming Chartered requires a certain level of qualification and a minimum of five years’ relevant experience.

For firms, in order to become Chartered, they must meet a strict set of eligibility criteria, and these must be maintained on an ongoing basis.

Additionally, the Chartered logo signifies that an individual or an organisation has committed to:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • keeping knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.

At Gresham, we have met the rigorous requirements put in place by the CII in order for the firm to qualify as Chartered.

A number of our financial advisers have also attained Chartered status on an individual basis.

In addition, several of Gresham’s technical Paraplanners also have, or are working towards, becoming Chartered. This is particularly rare and helps to ensure a strong technical competence level across the team.

What is the Impact on Clients?

For existing clients, having your financial affairs managed by a firm that has ‘Chartered Financial Planners’ status means you can be confident you are dealing with one of the UK’s leading financial adviser practices. Being Chartered means we have a commitment to providing clients with the best possible advice, service and support. Additionally, as a Gresham client, you know that the individuals you are dealing with are amongst the most well- qualified financial advisers in the country and that your financial affairs will be managed with high standards of quality, technical knowledge and client service.

New clients looking to engage a financial planner might find the Chartered mark a useful way of making their choice of adviser. Being Chartered isn’t just a badge of honour, it’s an ongoing commitment. By opting to engage a Chartered firm or adviser, you can rest assured that your affairs will be managed professionally and thoroughly.

For more information on Chartered status, visit the Chartered Insurance Institute’s (CII) website.

 

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    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.
    We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.
    A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.
    Just a big thank you for all you have done for our family. We do appreciate it.
    We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.
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    Thank you so much again for your time and brilliant advice.
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