Holding Chartered status means we adhere to an ethical code that underpins broader commitments to professional values. These include putting your interests first and investing in ongoing development of our people’s technical skills and knowledge.

The title is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial planning.

"Our Chartered title is a public declaration of our commitment to professional standards"

Chartered firms must meet serious obligations

To retain our title we must ensure the advice, service and ongoing support we provide to our clients are of the highest quality.

• We ensure our technical and professional knowledge and competence through professional qualifications
• We keep our knowledge and skills up-to-date through continuing professional development
• And our staff must be members of the Chartered Insurance Institute and comply with its Code of Ethics

In choosing a Chartered firm you can be sure that our people have made a commitment to being ethically driven, knowledgeable and to provide competent advice that is based wholly around your needs and requirements.