Our Chartered status

As a Chartered financial planning firm, our clients are guaranteed certain assurances. Understand more about those assurances on this page.

We are a Corporate Chartered Financial Planning firm

Bowmore Financial Planning has been awarded the prestigious title of Corporate Chartered Financial Planners by the Chartered Insurance Institute (CII). This places us in the top 10% of UK advisory firms.

The CII is empowered by the Privy Council to award Chartered status. Chartered titles are steeped in history stretching back to the 11th century, and they remain the benchmark of professional excellence and integrity to the present day.

Why choose a Corporate Chartered firm?

Considered the gold standard in financial planning, Corporate Chartered status recognises those firms that have satisfied rigorous standards. Those standards include:

  • Ensuring clients are served by well-qualified planners with the highest levels of technical and professional knowledge and competence
  • Abiding by the industry standard Code of Ethics enforced through disciplinary sanctions
  • A commitment to keeping our knowledge and skills up to date through continuing professional development

Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading firms of financial planners and that we are wholly committed to providing you with the best possible advice, service and support.

We’re proud to be one of fewer than 1,000 firms in the UK to have been accredited with the title of Corporate Chartered Financial Planners.

View the CII Code of Ethics


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