What working with a Chartered Financial Planner means for you
What features are you looking for when you choose your financial adviser?
Whether it is ethical and has made a commitment to putting customer interests first? That it has received an independent designation awarded to financial planners who are knowledgeable and have also made a commitment to maintaining their knowledge through continuous professional development? These qualities are embodied in the Chartered Financial Planner designation.
The Chartered status is an independent and objective designation which is awarded in many professions. It is granted by the Chartered Insurance Institute (CII) which is the professional body for both insurance and financial planning.
All Chartered firms must meet high standards
To be awarded and to retain the ‘Chartered Financial Planners’ title, Pensionhelp Direct must ensure that the service, the advice and the support that we provide to you on an ongoing basis is of the highest quality. All of the advice that we provide will be based entirely on your needs and will be provided by someone who is qualified and competent to give this advice.
We are very proud of our Chartered title, it is difficult to achieve and to maintain. It requires a great deal of time and investment in customer service. We have a policy to maintain all of these standards and provide great customer service and professionalism.
