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Choosing a Financial Adviser...4 things you should know about Chartered Financial Planner Status

Updated: Jan 27, 2021

Choosing a Financial Adviser can be tricky, but if you look for a firm that has the title 'Chartered Financial Planners' you can be reassured of the following:

  1. Status is only granted to firms that are committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.

  2. Recommendations provided are based solely on your researched needs.

  3. Staff adhere to the PFS's (Personal Finance Society) Code of Ethics; which is enforced through disciplinary sanction

  4. The service and ongoing support provided is from someone operating within their level of competency.

Find out more about Chartered Status here.

Culverhouse & Co is proud to have 'Chartered Financial Planner' status. Find out more about our Financial Planning Services here.

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