WE ARE INDEPENDENT CHARTERED FINANCIAL PLANNERS

We are the only CII Chartered Financial Planning Firm in North East Lincolnshire and are fully independent

We believe that being independent means we can keep delivering better quality advice – and better quality results – for our clients.


Why choose independent?

When you seek financial advice from an Independent Financial Adviser (IFA), you can feel confident that we are working solely for your benefit and not for the benefit of any other party. As an IFA, we are able to recommend products from any provider across the market, which means you will receive the best possible advice and products tailored specifically to your needs. With our expertise and unbiased approach, you can trust that we will always have your best interests at heart.

Financial advice you can trust

All of our Chartered Financial Planners have completed degree-level professional qualifications and have a minimum of five years of relevant professional experience. In addition, they adhere to a strict code of ethics and are committed to ongoing professional development. This ensures that our clients receive the highest level of expertise and professional service.

Our Financial Planning Team are highly qualified, have years of experience, and we are proud to call ourselves independent.

Raymond Kirk, Founder

Why choose chartered?

Obtaining Chartered status is a public declaration of adherence to professional standards and demonstrates a commitment to upholding ethical standards. When a professional displays the Chartered badge, it proudly indicates that they have made a public commitment to putting their clients first.

The chartered advantage

By choosing Chartered, you are choosing a business that has reached an objective standard of technical knowledge and conduct, a business that will follow good practice and ensure their skills are up to date with market standards. You can have confidence that you are receiving the highest level of expertise and professional service.

Contact our advisers for help with your finances, call 01472 362899