Informed Choice

Chartered Financial Planner

The new title of Chartered Financial Planner was granted to the Chartered Insurance Institute (CII) by the Privy Council in 2005.

To date only 2,000 individual financial advisers have attained this title in the UK. Nick Bamford, Martin Bamford, Dermott Whelan, Sandy Lowth, Andrew Neligan and Angela Murfitt at Informed Choice are all Chartered Financial Planners.

Corporate Chartered Title

In December 2007 we were awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute. We became the 99th firm of Chartered Financial Planners in the UK.

This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at www.cii.co.uk within the section on Membership.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can get you the best possible advice, service and support, please contact us.

Certified Financial Planner (CFPCM)

Certified Financial Planner (CFPCM) represents the highest professional certification globally that can be awarded to a Financial Planner. They are the most recognised Financial Planning marks in the world. Over 900 CFPCM professionals in the UK are part of this global community from 23 territories.

CFPCM professionals find themselves at the top of their profession – in a position to offer a highly effective service to their clients. When dealing with a CFPCM professional, you can be sure you are dealing with a practitioner who is academically and practically qualified to provide a comprehensive Financial Planning service at the highest level.

Martin Bamford, Dermott Whelan, Andrew Neligan, Sandy Lowth and Angela Murfitt at Informed Choice are all Certified Financial Planner (CFPCM) professionals.