We are a Chartered Financial Planning firm
Chartered status is the “gold standard” in financial planning. Awarded by the Chartered Insurance Institute (CII), it requires planners to go above and beyond the minimum standards required. Fewer than 700 firms have received this award.
“When you use a Chartered firm, you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. It is the benchmark of professional excellence and integrity.” (CII)
Northern Ireland’s only Master of Life Planning
Life Planning connects the dots between your financial realities and the life you want to live. As an active Registered Life Planner®, Roger Kennedy is qualified to help you design a plan that delivers the most meaningful kind of freedom: the freedom to pursue your passions in life, wherever they may lead.
Roger has received a Master of Life Planning title from The Kinder Institute of Life Planning. He is the only Planner in Northern Ireland to achieve this qualification.
Awarded BS 8577 every year since 2017
BS 8577 is the only “best practice” standard for financial advice and planning firms. It was developed by leading industry, consumer and professional experts along with the British Standards Institute (BSI).
We have held BS 8577 every year since 2017 and are the only financial planning firm in Northern Ireland to hold this certification.
Northern Ireland’s only holder of ISO 22222
ISO 22222 is an internationally agreed benchmark for a high global standard of service. The standard covers the ethical behaviour, competencies and experience expected of a professional personal financial planner.
We are the only Chartered financial planners in Northern Ireland to hold this standard.
Proud members of the Personal Finance Society
The Personal Finance Society (PFS) is part of the Chartered Insurance Institute Group – the world’s leading provider of professional training, qualifications and thought-leadership to the insurance and personal finance professions.
As the leading UK professional body for financial planners, the PFS encourages the highest standards of professionalism by setting standards for technical knowledge, ethical practice and professional development.
We are proud to be members of the PFS and uphold their values.
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