We are Chartered Financial Planners
publicly committed to a customer-first approach.
Our values align with a professional Code of Ethics.

At Kirk Newsholme Financial Planning we believe that the term independent financial adviser needs to be redefined – and one of the most important criteria is that of professional qualification.

At present some financial advice practices are still working towards achieving the qualifications which we believe should define a professional adviser. We hold 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. You can view the Code at www.cii.co.uk/code.

With over 100,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.

Your assurance that you are dealing with professionals

When you use a Chartered firm you are dealing with proven professionals. 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 you get the most suitable advice, service and support, please do not hesitate to contact us online or call 03332 401 333.

What Chartered status means

What Chartered status means from CII group on Vimeo.