Chartered Financial Planner

Paul Gibson attained Chartered status back in 2005 and attended the inaugural graduation ceremony held at The Guildhall in London in March of the following year

Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelors’ degree.

Royal Charters, granted by the sovereign on the advice of the Privy Council, have a history dating back to the 13th century. Nowadays, Charters are normally reserved for bodies that work in the public interest and which can demonstrate pre-eminence, stability and permanence in their particular field.

All Chartered Financial Planners adhere to a respected code of ethics. The Code exists to guide the profession and to protect the public. Failure to operate to the guidelines set by the Code can result in a serious disciplinary action.

All Chartered Financial Planners must have at least five years’ relevant professional experience and commit to continued professional development. This helps ensure that their knowledge is up to date with the latest legislation and technical developments, and that they act in accordance with current regulatory requirements.

You can trust Chartered Financial Planners, like Chartered Accountants, Surveyors, or Engineers, to be highly qualified, reputable and capable of providing you with quality advice with the utmost integrity.

You should therefore be confident that a Chartered Financial Planner can be relied on to consider your personal circumstances and devise a plan to help you meet your needs, fulfil your aspirations and help provide you with a secure financial future.

Granite Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority | FCA No. 734432.
Registered in Scotland | Registered no. SC522812 | Registered address: Banchory Business Centre, Burn O’Bennie Road, Banchory, Aberdeenshire AB31 5ZU | Telephone: 01330 826544 | Email This email address is being protected from spambots. You need JavaScript enabled to view it.

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The general financial planning guidance provided in this website is based on our understanding of current law and HM Revenue & Customs practice, which are subject to change in the future. Whilst every effort is made to ensure the content of this website is correct, it does not constitute personal financial advice and Granite Financial Planning Ltd cannot accept any responsibility for it. There is a risk that investment returns may not achieve the desired result. Investments can go down as well as up. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at Cookies are used on this website to record visitor numbers for analytics purposes.