Chartered Financial Planners

Hart Greaves IFA in Bath have been awarded ‘Chartered Financial Planners’ Status by the Chartered Insurance Institute (CII).

The ‘Chartered Financial Planners’ designation means that we have satisfied rigorous criteria relating to professional qualifications, on-going professional development, ethical standards and good practice in our business.

Having the ‘Chartered’ designation recognises professionalism at every level of what we deliver to our clients.

Genuine professionalism has never been so valued – or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today’s “gold standard” of excellence and integrity.

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