Anderson Financial Management, as a business, has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
Chartered Financial Planners status is an exclusive title only awarded to firms which meet rigorous criteria relating to the highest level of professional qualifications and good ethical practice. As Chartered Financial Planners we commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in all our business dealings. We retain highly-qualified staff who subscribe to the membership conditions of the CII and we are committed to continuing professional development for all the team at Anderson Financial Management.
The Chartered Financial Planners title is the benchmark of professional excellence and integrity. It means you can be confident that you are dealing with one of the UK’s leading firms who are wholly committed to providing you with the best possible advice, service and support. Out of 24,000 UK Financial Advisers, the Chartered Financial Planners designation has only been awarded to 754 businesses. (January 2018).
Tony Anderson, Managing Director, who also holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for our business: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we have joined an elite group of businesses at the forefront of our profession. This absolutely signals our commitment to the highest levels of service and standing by our motto, “We put our clients first.”