For that reason, we are proud to say that our advice is delivered by someone who is both a Chartered Financial Planner and a Certified Financial Planner.
Our Financial Planner, Matthew Aitchison, has achieved both Chartered (CII) and Certified (CISI) status. These accreditations place him amongst the UK’s leading financial professionals.
By working with a Financial Planner who is both Chartered and Certified, you can rest assured that you are working with a highly-qualified professional who has demonstrated their technical skill and practical knowledge through rigorous assessment and demonstration.
Chartered status is the ultimate symbol of professionalism. To secure Chartered status, financial professionals must demonstrate:
This means that you can be confident you will receive the best possible advice, service and support.
To achieve Certified status, financial professionals must complete the requirements set out by the Chartered Institute of Securities and Investment (CISI). This means individuals must demonstrate: