Chartered Status

Chartered Fellow of the CISI

The marque of professionalism. Attaining a Charter from the CISI, the UK's leading securities and investment professional body, highlights that you are at the pinnacle of professionalism in financial services.

Chartered Wealth Manager

Chartered Wealth Manager is a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession.

Chartered Financial Planner

Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelors' degree.