Retirement Options Investments and Tax Planning Attorneys and Trustees Funding Long Term Care

Chartered Status

Charted status logo -  The    
Chartered Insurance  Institute

We are one of fewer than 450 Chartered Financial Planning firms in the UK (August 2011).

To achieve this recognition we had to meet the rigorous standards of professionalism demanded by The Chartered Insurance Institute. This included demonstrating our commitment to developing and maintaining the knowledge and capability of our advisers and the rest of the team.  We’ve also adopted the CII’s code of ethical practice that places our clients’ interest at the heart of the advice we give.

For you, it’s a further guarantee that our advisers are highly qualified, experienced and knowledgeable. It also demonstrates that we are committed to building our knowledge and skills so that our clients get the most up-to-date advice available. 

 

 

 

The Goodman Partnership is Authorised and Regulated by the Financial Services Authority