Chartered Financial Planners

When you are working with a professional adviser, it is reassuring to know that you are dealing with someone who is working to the highest standards.

By choosing a firm of Chartered Financial Planners you are giving yourself a head start. Chartered status is the industry’s ‘gold standard’ for advice.

The Chartered Accreditation is the benchmark for quality financial advisory firms who choose to adopt superior standards of corporate practice and ethics. It is only awarded to businesses dedicated to developing and maintaining the knowledge and capability of their staff to ensure that they deliver the highest quality advice to their clients.

Chartered firms must also be able to demonstrate their commitment to following a clear code of ethical practice which centres on placing clients’ best interests at the heart of all advice given.

Click here to read the Personal Finance Society’s Code of Ethics  https://www.thepfs.org/media/5224609/c13j_8685_pfs_code_of_ethics_-_web.pdf

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What do our clients say about us?

Clinton Kennard have managed my pension for me for many years and the service I receive is second to none. Mark Clinton is exceptionally knowledgeable and experienced and explains his advice clearly, always considering my objectives and plans. Our meetings are always followed up with clearly documented recommendations. I have referred family and friends.

Vanessa Robinson