Chartered Financial Planner

Chartered

Astute Wealth Planning Ltd has attained Chartered Financial Planner Status from the CII. This is regarded as the gold standard of financial planning.

A Chartered Financial Planner has gained specialised knowledge in various areas of financial planning, such as pensions, investments, taxation, estate planning and long-term care. This means that Astute can offer clients tailored and comprehensive solutions that suit their specific needs and goals. A Chartered Financial Planner can also handle complex cases that require advanced expertise and experience.

The status is recognition that the firm has achieved the highest qualification in the field, which demonstrates a high level of competence, professionalism and ethical standards. This can give the client peace of mind that they are dealing with an expert who can provide them with quality advice and service.

The CII Chartered Financial Planner puts Astute as part of a global network of professionals who share the same values and standards. This can provide clients with access to a wider range of resources, insights and opportunities that can enhance their financial outcomes. A Chartered Financial Planner can also use their connections with other professionals, such as accountants, solicitors and tax advisers, to offer the client a holistic and integrated service.