Chartered Financial Planners
Chartered Financial Planners
In September, Financial Planning Wales will celebrate our tenth anniversary as Chartered Financial Planners.
Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.
These commitments including putting customers’ interests first, investing in ongoing development of our technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the professions.
Sian Fisher, Chief Executive of the Chartered Insurance Institute (CII), said:
By achieving Chartered Status this business has publicly committed to a customer-first approach.
and
We commend the business for showing commitment to the Chartered Ethos.
The Chartered Ethos has three central themes –
- Nurturing Knowledge – all Chartered Firms commit to the ongoing development of their people, ensuring that their knowledge and competencies remain up to date.
- Client centricity – Chartered firms have in place core values and business practices that align with the CII Code of Ethics and puts customers first.
- Serving society – Chartered Status is a universal bade of professionalism in which society can put its trust.