We’re very proud to announce that GreenSky Wealth has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). It’s something we’ve been working towards for a while now so we’re really thrilled – it’s the highest level of professional standard possible for Financial Advisers.
What does Chartered status mean?
Being officially recognised as Chartered Financial Planners means we’ve satisfied rigorous criteria to prove that we’re committed to ethical behavior, excellent customer service and delivering best practice in everything we do. It sets us amongst the very top firms in the UK.
Why we think being Chartered is important
Becoming Chartered is an important step for us. We think it demonstrates our commitment to our clients as we’ve worked really hard to achieve this. We believe that Chartered status should be the minimum professional requirements for advisers in our industry – that would bring us in line with other professions like Solicitors and Accountants who already have that requirement.
We hope our new Chartered status will help give new and existing clients the confidence that they’re dealing with one of the very best firms in the country.
Now we’re off to celebrate – cheers!