chartered financial planners

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and technical expertise. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.

Intelligent Capital Ltd joined an elite group of only a dozen companies in Scotland and less than 150 out of over 10,000 firms operating throughout the UK which have achieved Chartered status. These statistics confirm that this is a highly exclusive award reserved for the leading firms within the financial advice market place.