Chartered Status

Chartered Financial Planners

In 2012 Financial Concepts were awarded Chartered Financial Planner status by the Chartered Insurance Institute (CII), the first in Cumbria to hold this award.

Chartered Status is the professional gold standard for financial planners. The Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelors degree.

All Chartered Financial Planners adhere to a respected code of ethics. The Code exists to guide the profession and to protect the public. Failure to operate to the guidelines set by the Code can result in a serious disciplinary action.

You can trust Chartered Financial Planners to be qualified, reputable and capable of providing you with quality advice with the utmost integrity.

You should therefore be confident that a Chartered Financial Planner can be relied on to consider your personal circumstances and devise a plan to help you meet your needs, fulfill your aspirations and help provide you with a secure financial future.

Since January 2013 financial advisers are required to evidence their adherence to a code of ethics through a valid Statement of Professional Standing. This Statement also confirms that an adviser is professionally qualified and commits to continually update their knowledge (continuing professional development).