Proud to be Chartered Financial Planners

The Directors of Quays Wealth Management Limited (Stephen Leadbetter FPFS, Chartered Financial Planner and David Bowers DipPFS, IAC) are delighted to announce that we have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners.

It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

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. Only the UK’s premier financial planning firms qualify for Chartered status.

If you wish to know more about how using a Chartered firm can ensure that you receive the best possible advice, service and support, please do not hesitate to contact us.

Want to know more?

Call us for a friendly chat on 0161 914 6084 or email: info@quayswm.com