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Chartered Financial Planners

Our Chartered title means a great deal to us. It was
not easily achieved, and it takes continuous investment
in customer service and commitment to professionalism
to maintain.

What our Chartered status means for you

What do you look for in your firm of financial advisers?  That it is ethical and puts your interests first?  That its people are competent, knowledgeable and committed to maintaining their professional capability?

Those are precisely the qualities embodied by Chartered status – the reason we are proud to have achieved the title Chartered Financial Planners.

Chartered status is an objective mark of professional standing among all professions.  It is awarded to firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards.

The title Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services.

Chartered firms must meet serious obligations

To retain our title we must ensure the advice, service and ongoing support we provide to you are of the highest quality.

Our advice must be based solely on your researched needs, and provided by someone competent to discuss products and services that meet your requirements.

  • We ensure our technical and professional knowledge and competence through professional qualifications.
  • We keep our knowledge and skills up-to-date through continuing professional development.
  • Our client contact staff must be members of the Personal Finance Society (the financial planning arm of the CII Group) and comply with its Code of Ethics, which is enforced through disciplinary sanctions.
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Your journey starts here

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Client testimonials

The professionalism of SDB speaks for itself. Throughout our long relationship with the firm we have been helped at every stage to plan realistically and sensibly. The quality of the advice is clear to us now, in that the plans, once distant, are now becoming a reality.- IW & JW, Cheshire
I have been a very satisfied client since 1983, throughout which time I have received excellent service. I trust the Company implicitly and take great comfort in knowing my financial matters are being managed in the best possible way, meaning I never have to worry- SEG, St Helens, Merseyside