Aspect Financial Consultants - Leamington, Warwickshire & UK wide

Chartered Financial Planners

We are pleased to tell you that Aspect has become one of the first IFA firms to be granted Chartered status by the Chartered Insurance Institute (CII).

This new designation is intended to help consumers identify firms who commit to the highest standards of professional behaviour through enhanced technical knowledge and adherence to ethical practice.

Most companies won't become Chartered because they don't have the necessary qualifications to apply - we think that this further differentiates Aspect from the competition and can give you peace of mind.

The CII recognises the following titles from other awarding bodies as comparable to the title Chartered Financial Planner.

Chartered Surveyor awarded by the Royal Institute of Chartered Surveyors
Chartered Accountant awarded by the Institute of Chartered Accountant of England and Wales
Chartered Management Accountant awarded by the Institute of Management Accountants
Chartered Civil Engineer awarded by the Royal Chartered Institution of Civil Engineers
Chartered Tax Advisor awarded by Chartered Institute of Taxation

For a full list click here

What does Chartered mean?

Firms who wish to be able to call themselves Chartered Financial Planners must satisfy two key regulations: at least 50% of a firm's executive directors/partners must hold individual Chartered status from the CII or an approved third party (by examination) and at least 90% of their customer facing staff must be CII/PFS members.

Firms seeking Chartered status must apply to the CII for authorisation and will be required to submit an annual declaration of compliance confirming that continuing professional development requirements are being met and that the Code of Ethics and Conduct is being adhered to. A disciplinary procedure exists and the CII has the right to remove Chartered status from any firm found to be in breach of these regulations.

For more information click here