eos wealth management

Eos Wealth Management awarded Chartered status

21 March 2012

We are proud to announce that we have been awarded the Chartered Insurance Institute’s (CII) prestigious ‘Chartered Financial Planners’ title. This is testament to all the work we have put in to become one of London’s leading providers of financial advice.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Peter Kelsey, one of our directors, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for the company: “I am delighted that we have been recognised in this way. At Eos we feel that putting our clients first and providing the highest levels of service and support is the best approach, and that is instilled as part of our Corporate DNA. Being given the Chartered Financial Planners award by a respected professional body such as the Chartered Insurance Institute makes me extremely proud of the Company and the dedicated team of advisers and support staff that we have.”

To date, around 400 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.