About Chartered Financial Planner

Chartered status – what it means for you

Professional independent financial adviser (IFA) firms play a pivotal role in maintaining and enhancing the wealth of individuals and businesses in the UK. Independent financial advisers are subject to exacting statutory regulation and work in a complex and demanding market where the economic and tax environment changes constantly.

One of the constant factors which has helped to ensure that independent financial advisers continue to thrive and add value to their clients is the individual and collective pursuit of the highest professional standards.

The Chartered Insurance Institute is empowered by the Privy Council to award Chartered status to professional IFA firms, the award is only made to those firms that have satisfied rigorous assessment criteria relating to professional qualifications and ethical good practice.

Chartered titles are steeped in history yet they remain the benchmark of professional excellence and integrity.

When you use a Chartered IFA firm you are dealing with proven professionals. Expert Financial Solutions Ltd has recently been awarded the prestigious Chartered Financial Planner status. At the time of writing we are Oxford’s first and only Chartered Financial Planner firm.

This is our profession’s gold standard for financial planning and it means that when you deal with us you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible independent financial advice, client service standards and support.

Expert Financial Solutions Ltd chartered financial planners and independent financial advisers IFA financial planners based in Witney, Oxford, Oxfordshire. We provide independent financial advice, pension advice, investment advice, retirement advice, annuity advice, SIPP advice pension drawdown advice, pension transfer advice, wealth management and pensions on divorce advice in Oxford, Oxfordshire, Gloucestershire, Buckinghamshire, Wiltshire and Berkshire, Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. Pension specialists, retirement planning specialists, pension transfer specialists, pension annuities, specialist pension advisers, investment advisers, and inheritance tax IHT mitigation and trust investment. Chartered Financial Planner. Oxfordshire's only Resolution qualified and Resolution accredited IFA for pensions on divorce and financial neutral for collaborative divorce.