Chartered Status

Chartered Financial Planning status represents the gold standard within our industry and we are extremely proud to have been awarded this title by the Chartered Institute of Insurance (CII).

This award reaffirms our professional commitment to the highest standards of service and advice and compliments the skills and qualifications we have attained over the last few years. It also reconfirms our commitment to excellence and integrity and demonstrates the high quality of the financial planning services we are able to provide.

In order to achieve Chartered Status we had to undergo the CII’s rigorous assessment process and a lot of hard work was required to reach our goal. This could not have been accomplished without the contributions of our advisers Stephen Fyfe & Richard Fyfe who’s attainment of the Chartered Financial Planner title as individuals was integral to the success of our application.

It was also essential to demonstrate to the CII that we put our clients’ needs at the heart of what we do and that ethical and moral behaviour is part of our culture here at Fyfe Financial.  Treating our customers fairly is central to how we operate and our clients can be confident that we will always place their interests ahead of our own.

As one of a small number of Chartered Financial Planning Firms we believe Chartered Status differentiates us from other financial planning practices and aligns perfectly with our approach to financial planning. We also believe that this award will help instill confidence and trust in our services from existing and new clients over the coming years.

If you would like any further information regarding our status as Chartered Financial Planners or if we can help you with any other queries, please get in touch.