Thomas Heald - Proud to be Chartered Financial Planners
We've recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). Only 305 firms currently hold this status and it's the industry’s gold standard for firms of financial planners.
It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. When you use Thomas Heald you are dealing with proven professionals.
The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. Only the
So how can our Chartered Status benefit you?
Choosing to work with a firm of Chartered Financial Planners is a Benchmark for You. It means you know you’re working with one of the most professional teams in the
To highlight our commitment to delivering advice at the highest level, this month are offering you a New Year Financial Review at no cost to you. Why wait till tomorrow? Don't delay, act today. Email us or call us on 01246 570078 to book your review.
