About us

Our key beliefs

We believe in thinking and working differently

At the heart of what we do is the belief that clients should have their family considered first. Wealth must be looked after for future generations.

Trust should be the foundation of any successful relationship

We expect our clients to trust us, we expect to be able to trust our clients. We want to do business with people who believe this as well.

We regularly win awards based on the quality of our independently, verified, client feedback

Our clients like what we do. We do not filter client feedback and ensure this is available to view on our website at all times.

Chartered Advice - The Gold Standard

Gavin Roberts and Mark Boyce are Chartered Financial Planners.

Chartered Status is the profession's gold standard for financial planners. Royal Charters are granted by the sovereign on the advice of the Privy Council and have a history dating back to the 13th century.

This confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a Bachelors' degree.

Chartered Financial Planners adhere to a respected code of ethics. The Code exists to guide the profession and to protect the public. Failure to operate to the guidelines set by the Code can result in disciplinary action.

Chartered Status refers to the advisers at Chartered Independent Limited who hold the title “Chartered Financial Planners” as allowed by the Chartered Insurance Institute.

This should not be confused with Chartered Firm status, a separate designation allowed by the CII

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The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.

Chartered Independent Ltd is a member of Best Practice IFA Group Limited. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. The registration number is 223112 and a full list of members can be found on the FCA register. Companies house number: 08030712.

The Financial Ombudsman Service (FOS) is available to refer your complaint regarding individual complaints that financial services businesses and their clients are unable to resolve. You can contact the FOS helpline on 0800 023 4 567 or visit the website at: www.financial-ombudsman.org.uk.

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