NICK’S CHARTERED FINANCIAL PLANNER STATUS
Nick, one of our directors, holds the Chartered Financial Planner title, which is the most widely accepted “gold standard” qualification available for professional financial planners.
Awarded by the Chartered Insurance Institute (CII), it shows that you are choosing a financial planner who has made a public commitment to professionalism. Nick must maintain standards of excellence in qualifications, ethics, business practices and professional development.
In the 2023/2024 Personal Finance Awards, run by the Personal Finance society, Nick was a finalist in the Chartered Financial Planner of the Year award. Recognised as the flagship award for financial planners, and requiring three stages of judging, Nick’s inclusion in the final three nominees demonstrates his standing as being amongst the best in the Financial Planning profession.
How does it benefit you?
- You can be confident Nick demonstrates the highest level of technical knowledge and will only provide you with quality and up-to-the-minute advice
- Rest assured knowing that your best interests are at the forefront of everything we do as a firm and as individuals
- Nick has publicly pledged to put your interests first, so you can be certain that the advice you’re receiving is of the highest standard.