Chartered Financial Planner

Expert Financial Solutions Ltd are independent financial advisers and was Oxfordshire’s first Chartered Financial Planner company; it is an important milestone for our company but what does it mean for you?

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

The whole system of Royal Charters has at its core the protection of the consumer. A client engaging the services of a Chartered professional can expect the highest professional service standards and that those standards are monitored and kept up to date with continuing professional development, CPD.

Professional independent financial advisers (IFA) play a pivotal role in maintaining and enhancing the wealth of individuals and businesses in the UK. Chartered Financial Planners 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 factors which has helped to ensure that Chartered Financial Planners 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.

When you use a Chartered IFA firm you can be confident that you are dealing with proven professionals and that you can trust our advice. Expert Financial Solutions Ltd has recently been awarded the prestigious Chartered Financial Planner status. At the time of the award we were Oxford’s first 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 who are wholly committed to providing you with the best possible independent financial advice, client service standards and support.

September 2009.

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.