Chartered Financial Planners
We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
The power of professionalism
The concept of Chartered professionalism traces its roots back many centuries, to the years following the Norman invasion in 1066. That's some track record. And in the 21st century, Chartered is more relevant than ever in terms of winning and securing public trust.
Across the professional landscape, from accountants to civil engineers, and of course through to insurance brokers, insurers, insurance practitioners and financial planners, Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour.
Competence. Knowledge. Ethical behaviour.
Do these terms sum up what you look for in your dealings with insurance and financial planning professionals?
Well, they are precisely the qualities embodied by 'Chartered' status.
The Chartered logo signifies that an individual or an organisation has committed to:
- the highest levels of technical and professional knowledge and competence through professional qualifications
- keeping knowledge and skills up-to-date through continuing professional development
- ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.
Proud to be Chartered Financial Planners
Rowley Turton were one of the first firms in Leicester to be awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
Considered the gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Only the UK’s premier financial planning firms qualify for Chartered status.
If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.
