Coutts Hero Image

Achievement Of Corporate Chartered Financial Planner Status



Adam Financial Planning Division has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

2 min read

This is the industry’s gold standard for financial planning firms and confirms that our highly qualified team have satisfied the rigorous qualification criteria set by the CII.

In addition, there is an ongoing commitment by us  to continuing professional development and adherence to the industry standard Code of Ethics.

Chartered status – what it means for you?

When you use a Chartered Financial Planning firm 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 investment.

Adam Financial Planning is wholly committed to providing you with the best possible levels of advice, service and ongoing support.

For further information about our Chartered status or to explore how we can assist you with your financial planning needs please contact Graham Clark,

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.

You can learn more about the CII at


Financial Planning enables us to work with you through change and to help protect, grow, preserve and utilise your wealth. Our financial planning service is transparent, impartial and tailored to your evolving needs.