Financial Planning Awarded Chartered Firm Status

Armstrong Watson Financial Planning is delighted to announce that they have been awarded the status of Chartered Financial Planners for another year.

The Chartered Firm status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability and is awarded by the Chartered Insurance Institute.

It is awarded and retained by firms who can demonstrate commitment to developing knowledge, maintaining ethical standards of practice, based around a client’s needs and requirements and adhere to its Code of Ethics which is enforced through disciplinary sanctions.

Andrew Kilby, Managing Director of Armstrong Watson Financial Planning comments:

‘To retain our award, we must ensure the advice, service and ongoing support we provide to our clients is of the highest quality. Our advice must be based solely on our clients’ researched needs, and provided by someone who is competent to discuss products and services that meet their requirements.

We ensure our technical and professional knowledge is kept up to date and measure our competence through continued professional qualifications. We have a number of Financial Planner Consultants who have achieved a Chartered Financial Planning Status in addition to our Firm status and have a number of Advisers who have recently passed additional examinations recently.

I am extremely proud of the whole team here at Armstrong Watson to have worked towards achieving chartered firm status once again. It is a ‘seal of approval’ on the work we carry out in supporting out clients.’

All of Armstrong Watson’s Financial Planning Consultants belong to the professional body; the Personal Finance Society (PFS) which is the dedicated financial planning division of the CII.

To date, fewer than 700 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market. 

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson Accountants, Business & Financial Advisers is a trading style of Armstrong Watson LLP. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.

Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales No. 8800970. Registered office: 15 Victoria Place, Carlisle, CA1 1EW

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW