Helen Tavner
Posted By Helen Tavner
11/01/2024

Chartered Status Renewed

SGWM has been granted Corporate Chartered Financial Planners status for yet another year!

We are delighted to announce that we have once again been granted the title of Chartered Financial Planners!

Awarded by the Chartered Insurance Institute (CII), Chartered status is a symbol of technical competence which signifies a public commitment to professional standards.  Chartered titles - which are jealously guarded by professional bodies - are not awarded lightly; the status brings with it several serious obligations, with all Chartered firms committing to a strict code of ethics which reinforce the highest standards of professional practice. 

By maintaining Chartered status, you can rest assured that the advice given by SGWM is:

  • Of the highest quality
  • Based solely on the researched needs of the customer
  • Provided by someone not exceeding their level of competency

It also signifies that those of our staff members who are members of the CII are governed by a Code of Ethics and

  • Undertake annual Continuous Professional Development
  • Are accredited by a professional body
  • Display a universal badge of professionalism
  • Have committed to a strict ethical code
  • Exceed minimum standards, always
  • Commit to good practice and good customer outcomes

Chartered Status is the ‘gold standard’ for Financial Services firms and an accreditation of which we are extremely proud.  Renewal of this endorsement showcases that the advice and service we provide to our clients is of the absolute highest quality.

To find out more about what it means to be Chartered click here.

If you would like to receive advice from a Gold standard accredited firm, please Get in touch

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