Craven Street Wealth is proud to announce the renewal of its Corporate Chartered Financial Planner status with the Chartered Insurance Institute (CII). This renewal underscores our ongoing commitment to being at the forefront of the financial planning profession, with a focus on upholding the highest professional standards and engaging in continuous professional development.

The purpose of Chartered status is to enhance public trust in the professionalism of insurance and personal finance. Corporate Chartered status involves a shared public declaration of professional standards from both the CII and Chartered firms. This prestigious recognition reflects our dedication to nurturing knowledge, putting clients first, and serving society.

The Chartered Ethos encompasses three central themes: nurturing knowledge, client centricity, and serving society. As a Chartered firm, we commit to the ongoing development of our people, ensuring their knowledge and competencies remain current. The CII provides flexible learning pathways, conducts research, and fosters communities and best practices that help our team stay at the forefront of the industry.

Client centricity is at the heart of our firm’s values, ensuring our business practices and diversity policies align with the CII Code of Ethics and place customers’ needs first. We also strive to serve society, with initiatives that promote social good and public awareness of Chartered status.

Maintaining Corporate Chartered status is challenging and involves a commitment to ongoing development, ethical practices, and a customer-first mentality. We are proud to be recognised for continuing to provide professional, client-focused financial advice.

Clients of Chartered firms can depend on professionalism, ethical practice, and knowledgeable advice tailored to their needs and requirements. We are pleased to renew our status and remain committed to the highest standards of service.

Please contact us on 0330 3209280, email info@cravenstreeetwealth.com or complete our online enquiry form  to discuss how you may benefit from financial planning advice to achieve your goals.

Craven Street Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.