Why Does Chartered Matter?

Chartered status explained

Why Does Chartered Matter?

When you partner with an independent financial advisor, you acquire a dependable eye on your finances that isn’t narrowed by certain products or vested interests. And when your IFA is Chartered, you know you’re dealing with the best. It’s a mark of quality, of a qualified professional who works for you and your ambitions alone.

Our advisors are either Chartered or working towards that highly regarded status. So you can be confident in their honest guidance and recommendations when you come to Stratagem Wealth for your personal or business financial planning.

A hard-earned label

Chartered status is only awarded by the Personal Finance Society (PFS) when an adviser passes a series of advanced exams and has been practicing for over five years. Chartered Financial Planners are required to swear an oath to uphold a set of ethics – one of the factors that demonstrate the dedication and commitment to their role.

Where we come in

Several members of our team, including David, are Chartered. That means you have access to qualified professionals regulated by the FCA. These standards inform our planning guidance, following you through any decisions surrounding your personal or commercial finances.

Discover the Stratagem Financial Planning difference for yourself. Speak to our team about how we can support your financial plans.


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