The Chartered Insurance Institute (CII) has recently awarded the prestigious ‘Chartered Financial Planners’ award to Christie Financial Planning Limited
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional Practice in their business dealings. Please click on the video link below to gain a further insight into the benefits of dealing with a Chartered Financial Planning Firm.
Christie Financial Planning Limited is now responsible for the management of over £100 million of investment monies.
We take this responsibility very seriously, and have invested considerable capital in the recruitment and training of highly skilled personnel. We have also invested in a fully automated management information system, which allows us to produce instantaneous ‘real-time’ valuations. This is all achieved within a paperless environment, therefore keeping our ‘carbon footprint’ to a minimum.
We have always believed that the most important factor is trust between client and adviser. We realise that this is something which can only be earned over time; therefore, when a new client comes to us, we view it as the beginning of a long-term relationship.
None of us knows what the future holds, and there may come a time when important financial decisions have to be taken when emotions are running high. It is at such a time when you rely on the people you trust, especially where money is concerned. Sound financial advice is not only for the good times when you have money to invest, it is also invaluable when you are faced with potentially life-changing situations.