chartered financial planner

Why Choose a Chartered Financial Planner?

If you need an expert advisor on financial and investment advice, estate planning matters or retirement planning, you need to get help from a financial advisor who has achieved the status of Chartered Financial Planner. There are only 700 chartered financial advisors or planners in the UK. In today’s post, we’ll have a look at what is a chartered financial planner, how to find one and what things to look for before choosing an expert financial planner. Let’s explore!


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What is a Chartered Financial Planner?

The chartered status is awarded by the Chartered Insurance Institute (CII). It is considered the gold standard of financial planning for ethics and professionalism. With considerable academic qualification and hands-on industry experience, an individual holding this status need to qualify for several CII Diploma’s and Advanced Diploma Examinations in the areas of:

  • Trusts
  • Pensions
  • Investments
  • Taxation
  • Financial Planning

You can recognise this status with its unique CII logo on the website and stationary of the expert. The chartered persons will comprehend and analyse your financial position before recommending a bespoke solution to you. The solutions provided by the professional are confirmed through various reports that help you to make better financial decisions.

Most often, these experts have specialised knowledge and expertise in certain areas. The value of seeking help from experts comes from the satisfaction you get from their planning process, the understanding of the assets you hold and the improvement they bring to the financial security of your wealth.


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There are two types of status certified by the CII. This standard can be attained by:

  • Individual 
  • Corporate

Individuals who qualify for this status need to take the Advanced Diploma in Financial Planning (ADFP) with at least five years of experience. On the other hand, the corporate or business awarded by the chartered status must be competent, knowledgeable, and ethical in their dealings.


Chartered Status According to CII

As per the CII, the chartered status makes the financial planners unique from others:

Why Choose Chartered Financial Planner

  • Specialised Knowledge
  • Acknowledged professionalism
  • Differentiation
  • Public Perception


How to Find a Chartered Financial Planner?

Here are the sites and resources from where you can find the chartered financial advisors by entering your location and postcode to get the optimal standard of financial planning for your matters:

  • The Financial Services Register: It shows the records of individuals and firms that are recognised and regulated as per the chartered standards of ICC.
  • Chartered Financial Planners Directory: The directory to search firms that specialise in financial planning and consultation.


Things to Consider Before Choosing a Chartered Financial Advisor

Here are the qualities you need to look for in your chartered planner:

  • Chartered Status accredited by CII 
  • Regulated by Financial Conduct Authority (FCA)
  • Independent financial advice
  • Professionalism 
  • Specialised Knowledge
  • Member of Network
  • Sound financial status


Quick Sum Up

That’s all about a chartered financial planner. These are the expert holding high standard qualifications, expertise and experience in the fields of financial and investment advice, estate planning and retirement planning. Their top standards are recognised by their ethics and professionalism in the field. You need to look for the above-mentioned things before choosing a chartered financial advisor.


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Disclaimer: This blog contains general information on the topic.

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