Corporate Chartered Status

In February 2015 Essential Wealth was awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. Whilst Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. Only the UK’s premier financial planning firms qualify for Chartered status.