Chartered Firms

Insurance and financial advice firms that publicly commit to aligned ethics and values, provide knowledgeable advice backed up by qualifications, and continue professional development are awarded corporate Chartered status.

These companies, by being chartered, have demonstrated their attained a high standard of technical knowledge and conduct that follows good practice and ensures their skills are up-to-date with market standards and instil utmost confidence in consumers.

By choosing a chartered financial planner, you are assured of a financial planner, insurer or insurance broker who has made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development.

The chartered firms in Bedford and Milton Keynes include:

Chartered Financial Planners:

• Chrystie Savage Ltd; 01908 326586
• Jane Smith Financial Planning Limited; https://janesmithfinancial.com/
• Nick Barnes Wealth Management; https://www.barneswealthmanagement.co.uk/
• Oak Wealth Planning; https://oakwp.co.uk/
• Perspective (South) Ltd; pfgl.co.uk
• RHA Financial Management LLP; rhafinancial.co.uk
• Vizion Wealth LLP; vizionwealth.co.uk
• Wealth and Tax Management Limited; https://wealthandtax.co.uk/

Chartered Insurers:

• Motor Insurer’s Bureau; https://www.mib.org.uk/
• Allianz Insurance; https://www.allianz.co.uk/

To find a Chartered firm near you, browse the directories here.