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Investment Quorum Awarded Chartered Financial Planner Status


Investment Quorum are delighted to announce that the Chartered Insurance Institute (CII) has awarded Investment Quorum the prestigious ‘Chartered Financial Planners’ title—the profession’s gold standard for Financial Planners.


To achieve this designation, Investment Quorum demonstrated an advanced level of qualification, a commitment to professional development and an ethos which puts our clients at the centre of all we do.


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.


A Royal Charter mark is universally recognised as a hallmark of quality and excellence and an indication of merit, capability and ethical practice. Granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial planning, the title is awarded to firms who have successfully completed a suite of advanced-level professional qualifications and demonstrate a fundamentally professional ethos.


“A Royal Charter mark is universally recognised as a hallmark of quality and excellence and an indication of merit, capability and ethical practice”


Chartered Financial Planners currently represent the top 10% of the profession: they adhere to a respected code of ethics and are committed to a structured programme of continuing professional development.


The designation represents the pinnacle of the Financial Planning profession and with fewer than 700 firms of ‘Chartered Financial Planners’, it is an exclusive and valuable distinction.


It carries weight with other professional firms and distinguishes Investment Quorum from our competitors and peers.


Petronella West, CEO of Investment Quorum, said “ Securing Chartered Financial Planners status is a wonderful landmark for the company, achieved through hard work, technical and professional knowledge and competence. The title means the world to our team and we happily commit to making a continuous investment in customer service and commitment to maintain. Investment Quorum will maintain these standards as a guarantee to our clients of our overall commitment to customer service and professionalism.”


Investment Quorum is a multi-award winning boutique wealth management firm, specialising in the development and implementation of financial planning, investment management and tax efficient strategies for private clients, charities and trustees.


We believe in consistent excellence and our expertise and commitment to clients is highly regarded. We firmly believe that we offer an unrivalled wealth management service comprising financial planning, investment consultancy and investment management.

Petronella West is the Chief Executive Officer at Investment Quorum, and is focused on providing personalised financial planning and investment solutions.

This article does not constitute specific advice and investors should bear in mind that capital invested is not guaranteed. Investment Quorum is authorised and regulated by the Financial Conduct Authority.

If you would like to hear more about our wealth management services then please do not hesitate to call us on 0207 337 1390 or contact us via email. We would love to hear from you.

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