Chartered

Chartered Financial Planners

Across the professional landscape, from accountants to civil engineers, insurance brokers, and financial planners, Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour. As a Chartered body of more than a century’s standing the CII grants Chartered titles to individuals and organisations which meet strict qualifying criteria.

What chartered status means for our clients

What should a client look for in a firm of financial advisers?

That it is ethical and puts your interests first?

That its people are competent, knowledgeable and committed to maintaining their professional capability?

Those are precisely the qualities embodied by Chartered status – the reason we are proud to have achieved the title Chartered Financial Planners.

Chartered status is an objective mark of professional standing among all professions. It is awarded to firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards.

The title Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services. Chartered firms must meet high standards set by the Institute and importantly, in order to retain the designation, each year we must be able to evidence that the advice, service and ongoing support we provide to you are of the highest quality.

Our advice must be based solely on your researched needs, and provided by someone competent to discuss products and services that meet your requirements.

  • We ensure our technical and professional knowledge and competence through professional qualifications.
  • We keep our knowledge and skills up-to-date through continuing professional development.
  • And our staff must be members of the Personal Finance Society (the financial planning arm of the CII Group) and comply with its Code of Ethics, which is enforced through disciplinary sanctions.

Our Chartered title means a lot to us. It was not easily achieved, and it takes continuous investment in customer service and commitment to professionalism to maintain. You can view the code by clicking the link below.

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Call one of the Hammond Raggett and Company team on 0161 834 2222 to discuss how we can help you, or press the button below to be directed to our contact form.

Contact us

Our Team

The right people is the key to success of any business and to lasting client relationships. We are fortunate to have a fantastic team at Hammond Raggett who are passionate about what we do and who always put the needs of our clients first.

We encourage our clients to engage with our team at all levels and not just with their adviser.

Follow the link to view all members of the team who you may deal with when it comes to investing in your future.

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Do you think you have some fantastic qualities that would enhance our team? If you are looking to join the Hammond Raggett team please take note of our Insights page where from time to time we will advertise any roles we have available, if you like what you see please get in touch.

Insights