Why Choose Chartered?

Armstrong Watson Financial Planning and Wealth Management are one of only a very select number of firms who hold the coveted Chartered status.

Holding Chartered Financial Planning status means we are regulated by the Chartered Insurance Institute (CII) and to retain our standing we must ensure the advice, service and ongoing support we provide is of the highest quality.

We adhere to a strict code of ethics and the advice we provide must only be based upon carefully researched needs and provided to you by someone highly qualified and competent to discuss products and services that match your requirements.

Only those firms who have a strong commitment to the professional development of all their planners, and continue to stay ahead of the curve on products, markets, legislation and legal requirements, are able to attain and retain Chartered status.

We are incredibly proud to hold this status and, most importantly, ensure that your interests are always at the centre of what we do.

Rest assured, if you choose Armstrong Watson Financial Planning and Wealth Management, you will benefit from the knowledge and experience that comes from working with the only UK top 30 firm of Chartered Accountants, with the added confidence our Chartered Financial Planning status provides, together with in house asset management expertise, tax advisory and much, much more…

"We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development."

Contact our Chartered Financial Planning team on 08081445575 to discuss how we can help you.