Chartered Status: What it means to you

Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to our clients is:
• of the highest quality
• based on the client's researched needs
• provided by someone operating within their level of competency
• Undertaken subject to a strict code of ethics
Genuine professionalism has never been so valued, or so necessary. The Chartered titles awarded by the Chartered Insurance Institute (CII) remain today's ‘gold standard’ of excellence and integrity.
Latest News
January Market Commentary
Introduction 2020 has been a year like no other, and yet – as we will see below – the majority of world stock markets have enjoyed a good year. It was also a good year for Joe Biden, who defeated Donald Trump in November’s Presidential e... [more]
A merry Christmas to all
Christmas is fast approaching! Although we may be eating, drinking and being merry in a slightly different manner to the usual, we shall be merry nonetheless. As we come to the end of a challenging year full of unexpected experiences, perhaps we... [more]
December Market Commentary
Introduction Is the end of November a time to celebrate? All the stock markets we cover in the Bulletin made significant gains in the month; the UK’s second national lockdown ends this week and, as we write, Christmas is a little over three ... [more]