Why Choose a Chartered Financial Planner
Christine is a Chartered Financial Planner of the Chartered Insurance Institute (CII) and a Fellow of the Personal Finance Society.
Chartered Financial Planner
Chartered status is a symbol of technical competence, often described as the ‘gold standard’ for anyone giving advice about money. It demonstrates that Christine is at the forefront of her profession and serves as a mark of trust with our clients and professional connections. Christine became a Chartered Member of the Chartered Insurance Institute in 2019.
While the finer details of our qualification process might not make the most riveting reading for you, it’s enough to know that achieving Chartered status is rigorous and demanding – which is a good thing, as it means you can be sure you’re dealing with a leading business that puts you and your interests first.
Fellow of the Personal Finance Society
Taking this accreditation further still, within the same year, Christine was awarded Fellow status, demonstrating her dedication to knowledge, experience, and professionalism. Becoming a Fellow of the Personal Finance Society involves the rigorous assessment of advisers based on their expertise and experience. The accreditation criteria are widely acknowledged as an industry benchmark. We believe the quality of Christine’s advice, experience and skillset with this level of Fellowship recognition, adds extra value to our client outcomes and our commitment to ongoing client servicing.
