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Chartered Financial Advice

Trusted financial advice from the experts.

What is a Chartered Financial Planner?

Holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers, with the title being accepted as the "gold standard" of the industry.

In order to achieve Chartered Financial Planner status, an adviser must study for and pass approximately 14 exams in various aspects of financial services and related areas. In addition to this, advisers are required to be members of the Personal Finance Society, maintain ongoing learning through a required amount of Continuing Professional Development each year, and have a minimum of five years of relevant industry experience.

What difference does a planner being Chartered make?

It's about knowing that you're dealing with a professional. 

Chartered Financial Planners have made a public commitment to deliver the highest standards of professionalism. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first, and that you and your finances are in trusted hands.

Chartered Financial Planner is awarded by The Chartered Insurance Institute (CII), and they award professionals and firms who display eminence in their field with the title.

Our Managing Director Aimee is a Chartered Financial Planner.


Chartered Financial Advice for the everyday person.

Just because being a Chartered Financial Planner is the gold standard of the industry, doesn't mean that Chartered Financial Advice shouldn't be attainable for everyone.

Point your finances North East with advice from a Chartered Financial Planner.

Get Chartered Financial Advice tailored to you.

We can have a discussion with you on the phone, through email, online or in person - whatever suits your personal preferences.  Just get in touch with us and we can book in your meeting.

Give us a call

0191 380 4106