Antonine Investment Managers are very proud to have been awarded the prestigious title of 'Chartered Financial Planners' and we are one of only 42 firms (as of October 2013) in Scotland to have been awarded this status.
Chartered status (granted by the Privy Council) is the industry's gold standard for financial planners, and firms are only given this title having undertaken a rigorous assessment process by the Chartered Insurance Institute (CII). It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
You can view the Code at www.cii.co.uk/code
This status allows us to demonstrate our professional commitment to raising standards of knowledge, capability and ethical practice. As a Chartered firm, we ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We must also work in an ethical manner that places our clients' interests at the heart of the advice we give.
Chartered Financial Planner status is therefore an exclusive and valuable distinction and helps us to distinguish our business with our competitors and peers.
The title comes with serious obligations for our business. We are required to ensure that the overall services that we provide to clients are:
Of the very best quality
Based solely on your individual requirements and researched needs
Provided by an adviser who is operating within their level of competency
Our client obligations:
We are committed to ensuring that staff are continually developed to ensure that they have the technical and personal development required – this will include professional qualifications where required
All staff members who deal with clients will belong to the industry's professional body the Personal Finance Society (PFS), the dedicated financial planning arm of the Chartered Insurance Institute (CII)
To discuss your financial planning requirements or to obtain further information about our services and how we could help you, please contact Antonine Investment Managers, telephone 01324 478 248 or email: email@example.com We look forward to hearing from you.