Why Chartered Status makes a difference

The CII (Chartered Insurance Institute) grants Chartered titles to individuals and organisations which meet strict qualifying criteria. Chartered status stands proud as an indicator of the highest standards of learning and ethical behavior.

Both Steve Murphy and Dan McNamara have achieved Individual Chartered Financial Planner Status and Thurlowe Clarke as a company holds Corporate Chartered Status both awarded by the CII.
Both awards are highly sought after within the Financial Services industry and confirm that Thurlowe Clarke and its advisers are committed to:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • keeping knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.

To become a Chartered Financial Planner individuals must:

  • Hold one of the highest levels of CII professional qualifications -Advanced Diploma in Financial Planning (APFS) or Fellowship of CII (FCII) or PFS (FPFS)
  • Have at least 5 years relevant experience
  • Keep their knowledge up to date
  • Comply with an ethical code that puts their clients’ interests first.

To achieve Corporate Chartered Financial Planner status Thurlowe Clarke Ltd has committed to meet significant and ongoing obligations designed to ensure that its employees are competent, knowledgeable and ethical in their dealings through-

  • The holding of professional qualifications
  • A commitment to the professional development of all employees
  • Employee membership of the CII and, with this, compliance with its ethical code of conduct.