Chartered Financial Planner

Michael Sage, Director of Sage Wealth Management, was awarded the title of Chartered Financial Planner by the Chartered Insurance Institute (CII) in 2018.

What is a Chartered Financial Planner?

What is a Chartered Financial Planner?

The CII’s Chartered Financial Planner qualification is the widely accepted ‘gold standard’ for professional financial planners and financial advisers.

Financial advisers that hold Chartered Financial Planner status are considered to be the most experienced and qualified in the profession.

Only a select number of financial advisers or financial planners in the UK have achieved Chartered Financial Planner status.

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:

Why choose a Chartered Financial Advisor

What does it take to qualify as a Chartered Financial Planner?

A Chartered Financial Planner will have successfully passed through several CII Diplomas and CII Advanced Diploma examinations equivalent to a Bachelor’s Degree in the UK in areas such as Taxation, Trusts, Pension, Investment and Financial Planning.

To find out more about the Chartered Financial Planner qualification, please visit