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The prestigious ‘Chartered Financial Planner’, designated by the Chartered Insurance Institute (CII), is the industry’s gold standard for financial planning firms.

Achieving Chartered status means an adviser, or financial planning firm, has committed to the highest levels of technical and professional knowledge and competence. They have successfully completed advanced professional qualifications and can demonstrate an ongoing commitment to continuing professional development and adherence to an industry standard Code of Ethics.

Although the concept of Chartered professionalism dates back hundreds of years, Chartered Financial Planner status has only been achievable since 2005, when the Privy Council granted the CII the power to award it to individuals and firms who could meet the rigorous criteria.

Since then, just 12% of advisers have met this highly–prestigious designation and, can proudly bear the logo on a website and / or business stationery.

What sets apart Chartered Financial Planners?
If an adviser holds Chartered Financial Planner status, you can be confident they:

  • can offer the highest levels of expertise and technical knowledge when it comes to working with you on setting out and achieving your financial objectives
  • are committed to continuous development
  • observe a specific code of ethical good practice in the way they advise and service clients.

Like Chartered Accountants, Surveyors, or Engineers, Sarah is incredibly proud to have her individual Chartered status. It was not easily achieved and it takes continuous investment and dedication to maintain.


The Chartered title means a lot to Practice Principal Sarah Hogan. It was not easily achieved, and it takes continuous investment in customer service and commitment to professionalism to maintain.