Kreston Reeves Financial Planning continues its public commitment to professionalism

Published by Daniel Robertson on 1 October 2020

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Kreston Reeves Financial Planning are proud to continue our public commitment to professionalism in our firm continuing to be awarded the status of Chartered Financial Planners.

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ for financial planning firms who have satisfied the rigorous criteria relating to professional qualifications and good ethical practises.

How does our Chartered status benefit you?

Choosing the right Independent Financial Planning firm is a decision it is important to get right when seeking professional advice on complex matters such as investing, protection, retirement or estate planning.

In choosing a Chartered firm you can be sure we have made a commitment to being ethically driven, knowledgeable and to providing competent advice that is based wholly around your needs and requirements. It also means that as a firm, we are committed to providing a high quality of service and support.

How were we awarded Chartered status?

To be awarded and maintain Chartered firm status we have:

  • Demonstrated the highest level of technical knowledge and competence through professional qualifications
  • Met rigorous criteria in relation to professionalism
  • Committed to abiding by the CII’s Code of Ethics
  • Individually Chartered Financial Planners that have attained additional levels of qualifications in excess of the minimum required to act as a financial planner
  • Continuously maintained and updated our personal development

We adhere to an ethical code that underpins broader commitments to professional values. These include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of the profession.

It means you can be confident you are dealing with one of the UK’s leading firms committed to providing you with the best possible advice, service and support.

You can learn further about what being Chartered means by watching this video produced by the CII:

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