Chartered Financial Planners

In January 2020, Advanta Wealth reached a significant milestone when we were awarded the prestigious Chartered Financial Planners accolade by the Chartered Insurance Institute (CII).

Chartered status – granted by the Privy Council – is the industry’s premier accolade for financial planners and is held by a select number of firms across the country who have committed to developing and maintaining their knowledge and capability to allow them to deliver the highest levels of advice.

Chartered firms must also follow a demanding code of ethical practice.  This means they must work in a principled manner that places clients’ interests at the heart of the advice they give.

Advanta Wealth is committed to the continued development of each member of our team.  At an individual level, many of our advisers hold the chartered financial planner status and some have also gained fellowships; the highest individual accolade achievable within our profession.

Our investment in pursuing technical excellence extends to all areas of our business to ensure we have a full team of experts available to assist our clients. Over 85% of our support team have either attained their Diploma in Financial Planning or are on route to do so, with many advancements in the steps necessary to attain their own individual chartered status.

Our business has been built on referrals from existing clients and we continue to welcome the opportunity to discuss the services which Advanta Wealth can offer your family and friends.

Should you know someone who would benefit from our expert services, please fill out the simple Contact Form or call our main switchboards on +44 (0)20 3668 7480 and one of our advisers will call you back.

“At Advanta Wealth, our clients expect and deserve to be dealing with highly qualified, technical advisers. Chartered status is the gold standard for financial planning firms. It is this commitment to the highest standards of knowledge and professionalism which has enabled us to build enduring, successful partnerships with our clients”​

Craig Webster, Chief Executive Officer of Advanta Wealth.