We’re proud to have been awarded Chartered status

We’re proud to have been awarded Chartered status by the Chartered Insurance Institute (CII), the profession’s gold standard, in recognition of our technical knowledge, competence and ethical behaviour. The title is a commitment to an overall level of excellence and professionalism, and is only ever given after a period of rigorous testing.

A high proportion of our advisers have also qualified as Chartered Financial Planners, having passed the demanding and challenging series of examinations.

Not only is our Chartered status an external symbol but it also acts as a reminder to us all within the business that we ascribe to a certain code of ethics and equality, be that race, gender or sexual orientation.