Chartered Status

Albert Goodman is one of the very few firms of Chartered Financial Planners in the South West of England.

Chartered titles are steeped in history and they remain the benchmark of professional excellence and integrity. When you use a Chartered firm, you know that you are dealing with proven professionals, whether they be Chartered Engineers, Chartered Surveyors, Chartered Accountants or Chartered Financial Planners.

This is the financial services industry’s gold standard for firms of financial planners and confirms that we have satisfied rigorous qualification criteria, in terms of retaining highly qualified staff. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.

Only the UK’s premier financial planning firms qualify for Chartered status, so you can be confident that as a client of Albert Goodman Chartered Financial Planners you are dealing with one of the region’s leading firms, and one that is committed to providing you with the best possible advice, ongoing service and support.

For further information about Chartered Financial Planner status, go to the Chartered Insurance Institute's website at www.cii.co.uk.