Innes Reid are extremely proud to have been awarded the much coveted 'Chartered Financial Planners' title by the Chartered Insurance Institute (CII). The award of Chartered title is strictly controlled by the Privy Council and is an objective measure of the very highest standards of professionalism.
Chartered status is only awarded to firms with a commitment to developing and maintaining the knowledge and capability of their people. It also signifies adherence to a demanding code of ethical practice and is the gold standard of what is generally accepted as an emerging new profession. We are one of around 440 Chartered Financial Planners in the UK (the Financial Conduct Authority currently regulates about 29,000 firms, which indicates the value of the award).
Achieving the prestigious Chartered status will help us to continue to attract and retain the industry's most talented professionals who want to work for ambitious, principled organisations.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Dee House, Hoole Road, Chester, CH2 3NJ
01244 347583
Business Name
Innes Reid Investments
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