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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