Chartered Financial Planners
We’ve held Chartered Financial Planners status since 2008. It’s awarded by The Chartered Insurance Institute (CII) and it’s an exclusive title earned by firms “at the peak of the financial advice profession”.
It means passing professional exams at first-degree level, following a comprehensive Code of Ethics and Conduct and committing to a programme of continuous professional development. As your financial planners, we bring the highest qualifications to the table, but we also bring understanding and a real commitment to helping you meet your aspirations.
Managing future income and expenditure
As part of your financial plan, we’ll give you a unique cash flow projection that sets out both your future income sources and expenditure. It’ll be a complete picture of your financial future and will include future life events – things like early retirement, selling a business, school fees, moving house, downsizing, receipt of inheritances and funding care fees. It helps bring the future into focus and gives you clarity about what you’ll need to meet those future expenses.