Corporate ‘Chartered Financial Planners’ status allows firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice.

Chartered firms must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. They must also work in an ethical manner that places clients’ interests at the heart of the advice they give.

With fewer than 300 firms of ‘Chartered Financial Planners’, it remains an exclusive and valuable distinction.

It also helps firms attract and retain the best staff. Talented professionals want to work for ambitious, principled organisations, and corporate Chartered status is a clear indicator of our professional standing.

Genuine professionalism has never been so valued – or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain the “gold standard” of excellence and integrity.

We were delighted to be awarded the title of a Chartered Financial Planner firm from outset in December 2009. This is an important step in the development of our business and something that all of our team are extremely proud of. We are proud to be numbered as one of these elite firms and expect this level of professionalism to drive down into better wealth for our clients.

At present, there are just over 1800 individual Chartered Financial Planners in the UK (as at October 2009). Although the profession expects this number to rise steadily as graduates start to see financial planning as a viable career alternative to some of the more established professions, at present, this is still a very niche qualification.

Chartered status demonstrates that the individual has achieved and must maintain the highest and most prestigious level of academic attainment and professional achievement.

Gianpaolo Mantini has held the Chartered Financial Planner status since 2008 and is on course for fellowship in the near future. The firm encourages and supports all employees to towards additional qualifications.