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:
To become a Chartered Financial Planner individuals must:
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-