Chartered Status

Achieving Excellence: Our Corporate Chartered Status

We are thrilled to announce that Celtic Financial has been awarded the prestigious Corporate Chartered Status by the Chartered Insurance Institute (CII). 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.

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.