Chartered Status

iStock_000056100830_MediumThe concept of Chartered professionalism traces its roots back many centuries, to the years following the Norman invasion of 1066. Across the professional landscape, from accountants to surveyors and civil engineers and including insurance practitioners and financial planners, Chartered status stands proud as an indicator of the highest standard of learning and ethical behaviour. The Chartered Insurance Institute is empowered by the Privy Council to award Chartered status to only deserving firms that satisfy rigorous criteria relating to qualifications and ethics.

The highest standards for the best possible advice

LJ Financial Planning Limited has held Corporate Chartered status since February 2009 and is committed to an overall standard of excellence and professionalism. To retain our title, we must ensure that the advice, services and support we provide are of the highest quality. Our advice must be based solely on researched needs and objectives, and provided by someone competent to discuss products and services that meet your requirements.

  • We ensure all our financial planners’ technical and professional knowledge and competence through professional qualifications.
  • We keep our financial planners’ knowledge and skill up to date through continuing professional development.
  • All our staff must be members of the Personal Finance Society 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 client service and commitment to professionalism to maintain it.