I am delighted to report that the Chartered Insurance Institute (CII) has awarded the prestigious “Chartered Financial Planners” title to Chadwicks.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

In addition to our new Chartered status as a firm, three of our advisers have achieved individual status as Chartered Financial Planners, namely; John Chadwick, Kate Pierce and Eva Frzonova.