About Chartered Financial Planning.

Chartered Financial Planning.

You’re dealing with Chartered Financial Planners.

A charter is the mark of a firm dedicated to providing industry leading financial planning alongside outstanding levels of customer care. Chartered Financial Planners are awarded their title by the Chartered Insurance Institute (CII), the professional body for personal finance dedicated to building public trust. It recognises a company’s public declaration to uphold certain ethical standards and is the hallmark of professional authority.

What Is a Chartered Financial Planner?

And what does it mean for you?

Obliged to continually develop and embrace the latest innovation in our sector, Chartered Financial Planners deliver the best for their clients. Working with a Chartered firm means frontline staff are members of a professional body with access to industry leading technical intelligence, education and training. The Charter recognises firms that uphold certain professional standards and a strict Code of Ethics. With Chartered Financial Planners, you’re in good hands.

Our commitments.

At Hansford Bell, our Chartered status recognises the ethical code we adhere too and the broader commitments and values that underpin our work. We put customer interests first and continue to grow and invest in our people with state-of-the-art training. We support wider initiatives that benefit society as a whole and help our industry adapt to changing times. We shape our profession.

By opting for a Chartered firm, you can feel confident you will receive an outstanding level of service and support from specialist financial experts who put your needs first. To find out more about what distinguishes a Chartered firm, visit cii.co.uk/chartered.

What our clients have to say…

“Hansford Bell has been a fantastic company to work with for all my family’s finances. They have helped us with mortgages, pensions and personal financial planning. A lovely friendly team I would highly recommend.”

Christian Colam, Google review

Christopher is an absolute professional and very knowledgeable. He was extremely patient in explaining some of the documents to me. I would recommend Chris wholeheartedly.

Verified Client, Vouchedfor review
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