Corporate Chartered

Financial Planner

In 2017 our Financial Planning service was awarded Corporate Chartered Financial Planner status by the Chartered Insurance Institute and we are delighted to have been awarded this again for 2018.

This is the industry's gold standard for financial planning firms, recognising the highest standards of learning and ethical behaviour and represents our commitment to professional standards through a framework of qualifications, ethical practice and an ongoing investment in expertise through continuing development for our advisers.

Chartered Status

What it means for you?


When you use a Chartered Financial Planning firm, you can have confidence that you are dealing with qualified professional practitioners who can provide a tested level of financial planning advice over a range of areas such as protection, pensions, inheritance planning and investments.

At Adam & Company, our Financial Planners are truly committed to providing you with advice, service and ongoing support of the highest quality. For further information about our Chartered status or to explore how we can assist you with your financial planning needs please contact Graham Clark, Head of Financial Planning. You can also learn more about the Chartered Insurance Institute.

Adam Financial Planning is a division of Adam Investment Management Limited. Please be aware that fees may apply for the provision of Financial Planning Advice.

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