The Importance of ‘Chartered Financial Planner’ Status
We are very proud that all our advisers have been awarded the prestigious ‘Chartered Financial Planner’ status by the Chartered Insurance Institute (CII).
This is a highly-prestigious designation with demanding qualification criteria. This title is only awarded to individuals committed to developing and maintaining their knowledge and capability so they can deliver the highest quality financial advice. Chartered individuals must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of all the financial advice they give.
Chartered status, granted by the Privy Council, is the industry’s gold standard for financial planners. Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to you is:
- Always of the highest quality
- Based solely on your researched needs
- Provided by someone operating within their level of competency
We meet our obligations in a number of ways:
- We have a total commitment to the technical and professional development of every member of the NorthStar team.
- Every member of the NorthStar team who deal with clients belongs to a professional body called the Personal Finance Society (PFS). This is the dedicated financial planning arm of the CII Group. Every member of the NorthStar team adhere to its Code of Ethics which is enforced through disciplinary sanctions.
- We adhere to the PFS’s continuing professional development requirements, ensuring all team members keep their knowledge and skills up-to-date.
A ‘Chartered Financial Planner’ title is a commitment to an overall standard of customer excellence and professionalism.
Learn More
We have produced a short guide explaining the advantages of using a chartered financial planner. To accompany this is a video on the same subject. The video shows how a Chartered Financial Planner can help you achieve your goals and what sets them apart from typical financial advisers.
Further information about Chartered Financial Planning status is available from the CII website.
Awards, Accreditations & Trade Associations
At NorthStar, we are committed to delivering the best service to our clients and working to the very highest professional standards. Our work has been rewarded with a number of awards and professional accreditations. We are also members of the leading financial services professional trade associations.
