Chartered Financial Planners

At Culverhouse & Co., we pride ourselves on our expert client care and this has been shown in the awarding of the Corporate Chartered Financial Planner status in August 2009.

This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code

When you use a Chartered firm 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.

Chartered titles are steeped in history and remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support or would like our assistance in any of the following areas, please do not hesitate to contact us.