What it means to be Chartered Financial Planners

SGWM are very proud to hold Chartered status, awarded by the Chartered Insurance Institute (CII) and recognised in our industry as the ‘gold-standard’ for financial planning businesses.  To hold this accreditation we must adhere to rigorous and strict professional criteria and demonstrate the highest level of service for our clients.

You can find out more here about what it means to hold Chartered status:

Click here to go to our Chartered Financial Planners page.