Why Chartered status matters

Chartered Financial Planner status is widely accepted as the ‘gold standard’ qualification for professional financial planners and financial advisers in the UK.

The Chartered Financial Planner qualification is overseen by the Chartered Insurance Institute (CII). The CII says on its website that gaining Chartered status “is challenging and takes commitment” and “places you among the top professionals in your field”.

It is recognised and respected by consumers as a mark of trust.

We have three chartered financial planners at Phillip Bates & Co Financial Services – Alan Mellor, Helen Brown and Margo Dorozik.

Alan has held the status for a number of years, while Helen and Margo both qualified last year.

Alan says: “To have three chartered financial planners in the team is recognition of our commitment to delivering high quality financial planning services to our clients.”

We are also proud to be part of a Chartered Partnership with our sister business, Phillip Bates & Co, holding chartered accountant status.

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