We are proud of achieving the accolade of being Chester's first Chartered Financial Planning firm, and the 17th in the UK to reach the pinnacle of our profession. This means we demonstrate the highest level of technical expertise and professional standards, which are audited on an annual basis by the Chartered Insurance Institute. We employ very highly qualified staff with over 30 years experience in Financial Services. Our senior advisers are Chartered Financial Planners and and all administrative staff hold Chartered Insurance Institute qualifications. This means you will always be able to speak to someone who understands your situation. Many of our clients are introduced to us by their other professional advisers or by personal recommendation and many become clients for life. In fact, for some of our earlier clients, we are now looking after the third generation of their families.
