• Culverhouse & Co

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

Updated: Jan 27

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.

16 views0 comments

Recent Posts

See All
  • Google+ - White Circle
  • LinkedIn - White Circle
  • Facebook - White Circle
  • Twitter - White Circle

Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.


Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 08470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392


Culverhouse & Co Ltd is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland, under reference number C001690279.

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

Content within this website does not represents financial advice. If you would like personalised financial advice please contact a financial adviser. 
Taxation is based on current legislation which is subject to change and will also depend on the individual circumstances of each investor. The value of your investments can fall as well as rise and investors may not get back the full amount they initially invested.  Past performance is not a guide to future performance. 

© 2018 by Culverhouse & Co