Why Should I Use a Chartered Financial Adviser?

Scottsdale has its own Chartered Financial Planner. This is an outward demonstration of its professional commitment to raising the bar in the financial advice industry, in terms of standards of knowledge, capability and ethical practice. It’s a message that says customers can expect the highest quality of service from Scottsdale MoneyWISE’s financial advisers.

Independent research shows that consumers recognise and value the Charter mark as an indication of merit, capability and commitment to ethical practice. However, being a Chartered Financial Planner brings these important obligations:

  • advice must be of the highest quality
  • all advice must focus on the customer’s researched needs
  • each Chartered Financial Adviser must only work well within their sphere of expertise.

Those within Scottsdale MoneyWISE work extremely hard to maintain their Chartered Financial Planner status. This includes:

  • a substantial commitment to ongoing professional development, including attaining the highest financial qualifications
  • belonging to the CII (Chartered Insurance Institute) or Personal Finance Society (the financial advice arm of the CII Group), and following the CII’s Code of Ethics
  • adhering to continuing professional development requirements.

Chartered Financial Adviser status is awarded by the CII and remains today’s gold standard in excellence and integrity.