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Chartered Financial Planners

Unividual was first awarded Chartered Financial Planner status by the Chartered Insurance Institute in June 2015. We have maintained our Chartered status ever since, evidence of our commitment to the strict adherence of our industry's standard code of ethics.
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What is a chartered financial planner?

The CII is the world’s largest professional body dedicated to the financial services sector. It is empowered by the Privy Council to award the gold standard ‘Chartered’ status and the award is only made in deserving cases. Only the UK’s premier financial planning firms qualify for the status of Chartered Financial Planner and we’ve maintained it for each consecutive year since 2015

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Why choose a chartered financial planner?

We at Unividual have always taken a great deal of pride in being thoroughly professional in everything we do. We have worked hard to build this into our culture and everyone in our business is dedicated to delivering the highest level of service to clients. Fewer than 400 firms in the UK have achieved Chartered status, and to receive external recognition is evidence of all of our commitment to service and those professional standards.

We focus our efforts on delivering a meticulous and personable service to clients. Our staff bring a great deal of empathy and heart into what we do and we all care a great deal about what outcomes we create for clients through our financial planning model. The Chartered Financial Planners mark gives us something to measure our business against, so that we can keep striving towards being the best version of ourselves.

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