Placeholder

Chartered Status

As Chartered Financial Planners, we meet the highest professional standards, giving you clarity, confidence and reassurance in your financial future

Modern | Dynamic | Honest

Celtic Financial has held the prestigious Corporate Chartered Status by the Chartered Insurance Institute (CII) for a number of years. This recognition places us among the elite financial planning firms in the UK, a testament to our unwavering commitment to professionalism, knowledge, and ethical practice.

Chartered Financial Planners

The Significance of Being Chartered

Being awarded the Chartered Financial Planner title is not just an honour; it’s a symbol of our dedication to the highest standards in financial advice and service. The Chartered status is conferred by the CII, a mark of excellence and a guarantee of our commitment to upholding professional standards, ongoing development, and ethical conduct.

What This Means for You

Our Chartered status is more than a badge;
it’s a promise to you, our valued clients. It signifies:

Highest Quality Advice

Our advice is informed, comprehensive, and tailored to meet your unique financial needs.

Client-Centric Approach

Every piece of advice is based on thorough research and is entirely focused on your needs and goals.

Competency and Expertise

Our team is highly qualified, ensuring that the advice you receive is both reliable and competent.

Upholding Ethical Standards

As Chartered Financial Planners, we are governed by a stringent Code of Ethics. This status is not given lightly; it is earned through hard work, dedication, and a consistent commitment to maintaining the highest standards in our practice. This recognition motivates us to continue investing in our team’s qualifications, knowledge, and technical expertise, ensuring that you receive unparalleled service.

Committed to Good Practice

In addition to our Chartered status, we are registered adopters of the Financial Vulnerability Charter. This aligns with our mission to understand and support clients who may find themselves in vulnerable circumstances. The Financial Vulnerability Taskforce, an independent body, guides us in establishing best practices and promoting sensitivity and understanding towards financial vulnerability.

Our Ongoing Journey

Achieving Corporate Chartered Status is not the end, but a milestone in our ongoing journey of excellence. We pledge to continue honing our skills, knowledge, and services to ensure that we remain at the forefront of financial planning, always putting your interests first.

Money Matters

Practical tips, insights, and updates to help you make confident financial decisions.

Jamie’s 13.1 Miles for Charity

Read more about Jamie’s 13.1 Miles for Charity

Jamie’s 13.1 Miles for Charity

Posted 08.07.26

At Celtic Financial Planning, we talk a lot about planning for the future. But sometimes, it’s the things we do…

Big ISA Changes Are Coming

Read more about Big ISA Changes Are Coming

Big ISA Changes Are Coming

Posted 08.07.26

If you’ve been happily tucking money away into a Cash ISA each year, enjoying tax-free interest with no fuss, there’s…

Charity Ball Raises Thousands

Read more about Charity Ball Raises Thousands

Charity Ball Raises Thousands

Posted 30.06.26

At Celtic Financial Planning, we believe in doing well by doing good. That’s why we were thrilled to host our…

Quarterly Market Update

Read more about Quarterly Market Update

Quarterly Market Update

Posted 16.06.26

Quarterly Market Update Welcome to the June 2026 issue of Quarterly Market Commentary covering March, April and May from Celtic…

Values‑Based Investing

Read more about Values‑Based Investing

Values‑Based Investing

Posted 05.06.26

A B‑Corp’s Guide to Aligning Wealth With Purpose As conversations around climate change, social justice and corporate ethics move into…

Long Life Retirement Planning

Read more about Long Life Retirement Planning

Long Life Retirement Planning

Posted 26.05.26

Retirement Planning Is No Longer About “Stopping Work” It’s About Building a Life That Lasts For years, retirement planning was…

The IHT Tax Rules for Pensions

Read more about The IHT Tax Rules for Pensions

The IHT Tax Rules for Pensions

Posted 18.05.26

The New Inheritance Tax Rules for Pensions: What Families Need to Know Changes announced in the Finance Act 2026 mean that, from 6…

Our Latest ESG Report

Read more about Our Latest ESG Report

Our Latest ESG Report

Posted 12.05.26

Celtic Financial Planning Publishes ESG Report 2026 At Celtic Financial Planning, we have always believed that good business should be…

How Much Do I Need to Retire?

Read more about How Much Do I Need to Retire?

How Much Do I Need to Retire?

Posted 05.05.26

One of the most common questions we’re asked is simple: how much is enough to retire comfortably? The honest answer…

AI Risks for Financial Planning

Read more about AI Risks for Financial Planning

AI Risks for Financial Planning

Posted 16.04.26

AI tools like ChatGPT are powerful, but they can’t replace professional financial advice. Here’s why human expertise still matters.

B Corp Status

Read more about B Corp Status

B Corp Status

Posted 16.04.26

We’re proud to announce that Celtic Financial Planning has achieved B Corporation certification with B Labs.

Frequently Asked Questions

A Chartered Financial Planner provides advice to the highest professional standards, focusing on helping you make informed, long term financial decisions. This typically includes structuring your investments, planning for retirement, managing tax efficiently and ensuring your wealth supports your wider life goals.

At Celtic Financial Planning, we take a holistic approach, bringing all aspects of your finances together into a clear, structured plan. Our role is to provide clarity, challenge where needed and help you stay on track as your circumstances evolve.

Choosing a Chartered Financial Planner means working with an adviser who has achieved the highest level of professional qualification in financial planning. It reflects a commitment to technical expertise, ethical standards and ongoing professional development.

For clients, this provides confidence that advice is not only suitable but built on a deeper level of knowledge and experience. At Celtic Financial Planning, our Chartered status underpins the quality of advice we deliver and reinforces our focus on achieving the best possible long term outcomes for our clients.

Chartered financial planning focuses on structured, long term decision making rather than short term changes or reactive advice. It brings together all aspects of your financial position, including investments, pensions and tax planning, into a clear and coordinated strategy.

By taking this disciplined approach, clients are better positioned to manage risk, adapt to change and stay aligned with their objectives. Ongoing advice and regular reviews ensure your plan remains relevant as your circumstances and priorities evolve.

Chartered financial planning is particularly valuable for individuals and families with more complex financial needs, such as multiple assets, pension arrangements or business interests.

It is designed for those who want a clear, structured approach to managing their wealth, with advice that goes beyond simple product recommendations. At Celtic Financial Planning, we typically work with clients who value long term planning, expert guidance and the confidence that their financial decisions are aligned with their wider goals.

Can we help?

If you’d like to discuss your financial planning, explore how we can support your goals, or make a general enquiry, we’d be happy to hear from you — simply complete the form or use the contact details below.

Call

General Enquiries:

01352 390 121

Enquiry

Your Name
GDPR Consent
Newsletter