We are proud to have been awarded the Chartered Financial Planner status.
Fewer than 700 firms have received this award; it therefore truly sets us apart from our peers.
As a Chartered firm of financial planners, we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident you are dealing with one of the UK’s leading firms, that is committed to providing you with the best possible advice, service and support.
Chartered status, which is awarded by the Chartered Insurance Institute (CII) demonstrates a desire for individual advisers, and Boolers as a business, to go above and beyond the minimum standards required to act as a financial adviser.
As the CII say, Chartered status is the “gold standard for firms of financial planners.”
We believe our Chartered status benefits our clients in three key ways:
Expertise: To attain the Chartered Financial Planner status, we must demonstrate the highest levels of technical knowledge and competence through professional qualifications
Continuous development: To maintain the Chartered Financial Planner status, that knowledge must be continually maintained and updated
Ethical conduct: Our Chartered status means we must adhere to a specific Code of Ethics enforced through disciplinary sanctions
To be awarded, and maintain, Chartered status, we must:
As the CII says: “When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.”
You can learn more about why you should choose a Chartered Financial Planner by watching this video, produced by the CII.
“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”
“I have always found the quality of advice, technical knowledge and level of service is second to none. ”
“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”
“Boolers provided excellent advice when we needed it most.”
“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”
“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”