Chartered Financial Planners: What Does It Mean?

At SG Wealth Management, we are thrilled to have been awarded corporate Chartered Financial Planner status.

Acknowledged by the Chartered Insurance Institute (CII), this award is recognised in the industry as the gold standard for financial planning businesses. The award showcases our commitment to professional standards and to providing the highest level of service for our clients.

How Does Our Chartered Status Benefit You?

  • Industry Experts:
    Chartered Financial Planner status requires a demonstration of the highest level of technical knowledge and understanding through professional qualifications.
  • Continuous Development:
    To maintain the Chartered Financial Planner status, knowledge & understanding must be continually maintained and updated.
  • Ethical Practice:
    Chartered status means we must operate to a specific Code of Ethics enforced through disciplinary sanctions.

You can find out more by downloading the customer handout here >>>

For more information about how being a Chartered Financial Planner will have an effect on you or your business contact us today.

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