Chartered Financial Planners

The first Chartered Financial Planners firm in the Bournemouth area

In 2011 the Chartered Insurance Institute (CII) awarded the prestigious ‘Chartered Financial Planners’ title to MFP Wealth Management, making us the first financial advisor firm to achieve such an impressive designation in the whole of the Christchurch and Bournemouth area.

Working with MFP Wealth Management means you can be assured you’re being well looked after. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

To find out more about the CII and what ‘Chartered Financial Planners’ means, please visit their website.