Why choose Chartered?
The title Chartered is considered to be the “gold standard”
qualification for professional Financial Planners and is granted by the
Chartered Insurance Institute. The qualification is viewed as the
equivalent to obtaining a first-class honours Bachelor’s Degree.
Only 10% of Financial Planners operating in the UK actually hold this
title as in order to gain Chartered status, the individual must pass 14
separate exams about various aspects of the finance industry along
with a mandatory 5 years of professional experience within the
industry. This scarcity has caused Chartered Financial Planners to be
in high demand.
c 2015 Celtic Wealth Management & Financial Planning Ltd.
Darren Reynolds who undertakes or oversees all pension and
investment advice for Celtic Wealth Management is of Chartered
status and is a Chartered Financial Planner.
Celtic Wealth Management is the trading name of Celtic Wealth Management & Financial Planning Ltd.
Celtic Wealth Management and Financial Planning Limited have put together a group of specialists who we work closely with and are
leaders in their field in order to offer our clients the best products on the market. All regulated advice in relation to Pensions and Investments
is given by Darren Reynolds, Chartered Financial Planner or his qualified advisors of Active Wealth (UK) Ltd, which is regulated by the
Financial Conduct Authority.
Whilst every effort has been made to ensure that articles are correct, Celtic Wealth Management and Financial Planning Limited can't take
any responsibility for its content and readers are advised to check their validity for themselves. Celtic Wealth Management and Financial
Planning Limited and its divisions are not liable for any financial product purchased or financial advice provided through a third party
Financial Advisor, Mortgage Advisor or Will Writer. Neither Celtic Wealth Management and Financial Planning Limited or any of its divisions
are regulated by the Financial Conduct Authority and as such do not offer advice.
Call Us on...
T: 01792 681 005
‘The Old Bank’,
30 St. Teilo Street,