Chartered Status

“Independent research shows that consumers attach real value to a Charter marque. They clearly see it as an objective measure of a business’s professionalism, commitment to quality and adherence to ethical standards. Becoming a Chartered firm demonstrates that awardees have every right to lay claim to genuine professional status.”
Paul Lothian BA(Hons), ACII, APFS
President, The Personal Finance Society

We are very proud of our Chartered status, which we have held since January 2009. We were one of the first firms to be awarded Chartered status locally, and we continue to be distinguished from many other firms in this respect. The most recent figures show that there are still fewer than 300 Chartered IFA firms in the UK

(Source: Chartered Insurance Institute, February 2010).

What does Chartered mean?

The Chartered Insurance Institute requires that a Chartered firm must demonstrate a high level of professional commitment and qualification. It states that:

‘Chartered Firms must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. They must also work in an ethical manner that places clients’ interests at the heart of the advice they give.’

‘And with fewer than 300 firms of Chartered Financial Planners it remains an exclusive and valuable distinction.’

‘The Chartered titles awarded by the CII are steeped in history but they remain the “gold standard” of excellence and integrity.’

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Chartered Financial Planners Image (Transparent Background)Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122


PFM Associates Limited is authorised and regulated by the Financial Conduct Authority.
'The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at .'
PFM Associates is registered in England and Wales, company registration number 03871403.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
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