Financial advice with regards to risk mitigation and investments generally is an area which places considerable pressures on the professionals who operate such businesses in a tightly regulated market. The demarcation line of products sold between those that are regulated and those that are not is not always clear. In our experience we have found Square One, staffed and operated by a number of qualified personnel, to be responsive and clear at all times and will continue to use them as our first port of call.
Chartered Financial Planners
Square One is one of the few firms to hold the title of Chartered Financial Planners, awarded by the Chartered Insurance Institute (CII).
Chartered Financial Planner status is the top level of recognition, awarded to firms that adhere to the highest standards of professional practice.
The advantages of using a Chartered Financial Planner are:
- A proven track record of consistent quality.
- A commitment to continuing professional development.
- Adherence to the industry standard Code of Ethics and Conduct.
From the CII:
"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."
