Oak Wealth Planning, Independent Financial Planning

Corporate Chartered Status

Chartered Financial Planners

Oak Wealth Planning has great pleasure in announcing that we have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code

 

 

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, and while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

We are one of only a very small proportion Financial Planning firms in the UK to demonstrate the endeavour and commitment necessary to qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

Chartered status – what it means for you

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical standards. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Oak Wealth Planning are very proud to be part of the exclusive group of firms to be awarded Corporate Chartered Status!!!!

Services

Oak Wealth Planning offer a range of financial services for different types of clients. We ensure that the advice we offer for people in different circumstances is sound, accurate, and educated.

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