Chartered Financial Planners

We are delighted that, as a firm, Bailey Cook has been awarded the prestigious Chartered Financial Planners status by the Chartered Insurance Institute (CII).

The title Chartered Financial Planners is awarded to companies that make a public declaration of their commitment to professional standards. It is granted by the CII, the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.

Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. These include putting customers' interests first, investing in ongoing development of their people's technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of the profession.

Being a firm of Chartered Financial Planners is an ongoing commitment, and is an important part of the extra value that we can add to our clients' financial plans.

You can learn more about this by watching this short video.

Members have access to industry-leading technical intelligence, education and training. They help shape the profession and its response to changing times, and they are obliged to maintain their technical knowledge through continuing professional development.

In choosing a Chartered firm you can be sure that its people have made a commitment to being ethically driven, knowledgeable and to providing competent advice that is based wholly around your needs and requirements. It also means that as a firm, it is committed to providing a high quality of service and support.

Knowing we are a Chartered firm gives our clients additional peace of mind that their financial plans are in safe hands. It is a mark of distinction.

If you would like more information please contact us