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Why use a firm of Chartered Financial Planners

Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to you is:

• Of the highest quality
• Based solely on your researched needs
• Provided by someone operating within their level of competency.

We meet our obligations in a number of ways…

• A commitment to the technical and professional development of staff, such as professional qualifications
• All staff members who deal with customers belong to the industry’s professional body the Personal Finance Society (PFS), the dedicated financial planning arm of the CII Group, and adhere to its Code of Ethics which is enforced through disciplinary sanctions
• We adhere to the PFS’s continuing professional development requirements, ensuring our staff keep their knowledge and skill-set up-to-date.

A Chartered title is a commitment to an overall standard of customer excellence and professionalism.

What’s the background behind the title?

Introduced in 2006, the individual ‘Chartered Financial Planner’ title is now held by more than 3,500 advisers, making it the premier title for financial advice professionals.

Chartered status is helping to elevate holders to the same public standing enjoyed by other Chartered professions. It further reinforces clients’ belief and conviction in the professionalism and ethical credibility of the holder.

The title is available to members carrying on business as providers of financial planning advice, or related activities, to individuals or corporate entities who meet the following criteria:

  • Hold the Advanced Diploma in Financial Planning
  • Have five years’ relevant industry experience (not necessarily post-qualification)
  • Adhere to the Chartered Insurance Institute’s Code of Ethics
  • Be able to demonstrate that their continuing professional development is up-to-date and commit to an ongoing programme of continuing professional development.

Syndaxi were one of the first firms to hold the title and our principal Robert Reid was one of the first in the UK to graduate as a Chartered Financial Planner.

Syndaxi - Chartered Financial Planners

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