Why choose a Chartered Financial Planner?
If you are looking for professional advice from a financial adviser or financial planner on important issues like Estate Planning, Financial & Investment Planning Advice, Retirement Planning, Effective Tax Planning or Pension Planning, then it’s highly recommended that you speak to a financial adviser with Chartered Financial Planner status.
A Chartered Financial Planner will analyse your financial position and goals before recommending the best financial planning strategies.
Chartered Financial Planners are often experts in certain financial planning specialisms. They will provide you with a clear understanding of your options to help you choose the right financial strategies and products for your needs and aspirations.
All advice is ratified through advice reports, which help give you ‘the big picture’ and make informed financial decisions.
Chartered Financial Planners are also committed to a powerful set of professional and ethical guidelines, as set out in the CII’s Code: www.cii.co.uk/code.