Chartered Financial Planners

What does a Chartered Financial Planner and Company Chartered Financial Planners mean?

Chartered Financial Planner

The new title of Chartered Financial Planner was granted to the Chartered Insurance Institute (CII) by the Privy Council in 2005 and is a mark of distinction in the financial planning sector.

Our own Colin Caulfield was one of the first 300 in the country to be awarded this prestigious title.

Corporate Chartered Title

In August 2010, Mantle and Partners Ltd trading as Mantle Financial Planning was awarded the status of Chartered Financial Planners by the Chartered Insurance Institute. This is the industry’s gold standard for firms of financial planners.

As well as confirming that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership of the CII, It also involves a commitment to continuing professional development and compliance with an industry standard Code of Ethics and Conduct.  You can view the Code at, or as a download from our website – Code Of Ethics >>

Dealing with a Chartered firm means 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.

To date, few financial planning firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.

Chartered status brings with it several serious obligations. Chartered titles, not awarded lightly, are jealously guarded by professional bodies. A Chartered title is not simply recognition for staff having passed examinations: it is a public declaration that the financial advice given by a firm:

• is of the highest quality.

• is based solely on the researched needs of each client.

• is provided by someone not exceeding his/her level of competency.

Our Chartered Status – What Does It Mean For You?

There are many firms of independent financial advisers but only a minority can demonstrate their Chartered Financial Planner status.

Chartered Financial Planner is awarded to those at the peak of their profession – being the “gold” standard of excellence and integrity – combining vocational skills with technical expertise.

You can rest assured that your financial affairs are being dealt with by a firm qualified to the highest professional standards and who also have considerable experience and knowledge on which to draw. Chartered Financial Planners are committed to continuous professional development to ensure that the advice you receive is always up to date and accurate, as well as appropriate for your circumstances.

A Chartered Financial Planner title is therefore a commitment to an overall standard of customer excellence and professionalism, which is only awarded to the UK’s premier financial planning firms.

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Where We Are

Stoneleigh Office: 77-79 Stoneleigh Broadway, Epsom, Surrey KT17 2HP

Whitton Office: 115b, High Street, Whitton, Twickenham TW2 7LG

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