MM Wealth are delighted to confirm that they have retained their Chartered Firm status from the Chartered Insurance Institute (CII) and has successfully attained this for the eighth year.
This is something they are very proud of and it’s a symbol of their commitment to professional standards. It means they meet the strict qualifying criteria that is required and go beyond technical competence to put emphasis on ongoing professional development. They believe this enhances value, and ensures their clients receive the best possible advice.
The criteria they need to meet encompasses core values and business practices, including diversity and inclusion. They commit to building consumer trust, putting clients first and aligning their ethics and values. By holding the corporate Chartered status, this is a public declaration to their professional standards; the result is the reinforcement of public trust in the concept of Chartered firms.
Nine of their team hold the personal Chartered Financial Planner title, supported by examination success at Level 6 (degree standard) and five of the team are currently working towards this qualification.
They are only one of a select number of firms who hold this corporate Chartered status in East Anglia that are independently owned and this allows them to provide clients with unrestricted, impartial advice.
If you are looking for a Chartered Financial Planner, please speak a member of their financial planning team on 01223 233331.
