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for independent advice, call us on 01296 632624
or email us at info@optimumifa.com

CIIChartered Financial Planners

Optimum are immensely proud of our Corporate Chartered Financial Planner recognition.

This is the industry's gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK's premier financial planning firms qualify for Chartered status. With fewer than 500 * firms of Chartered Financial Planners it distinguishes planners from other competitors and peers.

If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

* CII February 2013

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