The Chartered Insurance Institute (CII) has confirmed that Positive Wealth Creation Ltd has retained its title as Chartered Financial Planners.

Each year, a rigorous reassessment is undertaken, and this is the sixteenth consecutive renewal.

Chartered titles are jealously guarded by professional bodies and are not awarded lightly. Chartered status therefore brings with it a number of serious obligations. The title Chartered Financial Planners is a public declaration that the advice given by this company:

  • is of the highest quality;
  • is based solely on the researched needs of the customer; and
  • is provided by someone not exceeding their level of competency.

It also signifies that your company’s staff, where members of the CII, are governed by a Code of Ethics, where CII qualified undertake annual Continuing Professional Development, and that disciplinary sanctions are applied to those who transgress.

Chartered Financial Planners