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Moor Investment Services - Chartered Financial Planners

Moor Investment Services - Chartered Financial Planners

Moor Investment Services have been awarded corporate Chartered Financial Planners status by the Chartered Insurance Institute (CII). Chartered Financial Planner is the industry's gold standard for independent financial planners, confirming that we have satisfied rigorous criteria, that we are committed to continuing our professional development, and we adhere to the high standard Code of Ethics and Conduct.

Clients want to deal with professional individuals and professional firms who provide first-class service, advice and support. Chartered status is the ultimate symbol of trust for financial planning.

Being a Chartered Financial Planner is more than just a piece of paper, it is an internationally recognised benchmark of quality and ethical practice for professionals involved in giving financial advice, and widely accepted as the industry gold standard qualification in the UK.

The Chartered title is awarded under the CII's Royal Charter and strictly controlled by the Privy Council. Holders, such as ourselves, must pass a series of advanced financial planning exams at degree level, in addition to the mandatory examinations held by most other financial planners, in the following areas:

  • Taxation and Trust Planning
  • Business and Corporate Financial Planning
  • Advanced Pension Planning
  • Advanced Investment Planning
  • The Financial Planning Process

Chartered Financial Planners must also have at least five years relevant professional experience, have a Continuous Professional Development programme in place and have subscribed to a strict code of ethics as prescribed by the CII.

Qualified To The Highest Level

When it comes to choosing a financial adviser, you should always deal with a financial planner who is qualified to the highest level.

When you work with Moor Investment Services, you can be reassured by the knowledge that you are dealing with a professional company, certified in Financial Planning and credited with Chartered status. We will always act in your best interests, providing you with the highest levels of professional financial planning.

To find out more about our qualifications and experience or how you can benefit from working with a Chartered Financial Planner such as ourselves, call us on 01892 832 271 for an informal chat or book an introductory consultation.


Looking for some friendly financial advice?

If you're looking for independent financial advice to help meet your current needs and future aspirations then we're always happy to discuss how we could help you.

Independent financial advice from a friendly, local IFA you can trust

Call us on:

01892 832 271

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This website is designed to provide you with information only and does not attempt to give you advice on any particular area or to recommend any particular product to you. The information in this website is aimed at customers in the United Kingdom only.

Moor Investment Services Limited, Pinto, Chantlers Hill, Paddock Wood, Kent TN12 6LX   Tel: 01892 832 271
Registered in England and Wales Number 6525353
Moor Investment Services Ltd. is authorised and regulated by the Financial Conduct Authority � FSR number 540249

The value of the money you invest can go down as well as up and you may get back less than you invested.

IMPORTANT: Please Download & Print Out Our Initial Disclosure Document (IDD)