Our Chartered status
We’re proud to say that we’ve held Chartered status since January 2009. The accolade acts as a Kitemark for quality, being widely recognised as a symbol of trust.
PFM Associates was one of the first local firms to be awarded this status by the Chartered Insurance Institute (CII). We continue to be distinguished from many other firms in this respect.
Essentially, Chartered status enables us to demonstrate our professional commitment to raising standards of knowledge, capability, and ethical practice. It lets our clients know that they will receive the highest levels of service from us.
Any client who engages the services of a Chartered Financial Planner can expect the highest level of qualifications to have been achieved, along with the highest standards of professionalism.
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