What it means to be Chartered

Chartered firms must:

Meet rigorous criteria relating to professional qualifications and competence, demonstrating the highest levels of financial and technical knowledge

Regularly consolidate and update their knowledge and be committed to their continuous professional development

Adhere to ethical and best practice codes, following an industry Code of Ethics which can be enforced through disciplinary sanctions

Take a quick look at our video  ( 1 min 51 secs )

We’re proud to be a firm of Chartered Financial Planners, awarded to us by the Chartered Insurance Institute (CII).

To put it another way, 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.

Only the UK’s premier financial planning firms qualify for Chartered status. By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support and rest assured that your best interests are at the heart of everything we do.

We believe that our Chartered status brings a wealth of benefits to our clients. If you wish to know more about how working with a Chartered firm can benefit you, please do not hesitate to contact us.

Chartered is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

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Business Hours

Get In Touch

Monday         08:30 - 17:00

Tuesday         08:30 - 17:00

Wednesday   08:30 - 17:00

Thursday       08:30 - 17:00

Friday             08:30 - 17:00

Saturday        Closed

Sunday           Closed

Graham Carter & Co

2 City Road



Tel:       01244 322 722

Email:  hello@grahamcarter.co.uk

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Copyright © 2018 Graham Carter Financial Services Limited (trading as Graham Carter & Co). All rights reserved.

Registered in England and Wales Company No. 1855866. Authorised and regulated by the Financial Conduct Authority (FCA). We are entered in the FCA's register under reference 154309. www.fca.org.uk.     Cookies Policy.    Code of Ethics.    Privacy Policy.