French Duncan Financial Services achieves chartered status

French Duncan Financial Services, the wealth management arm of accountants French Duncan has been awarded the prestigious ‘Chartered Financial Planners’ title by The Chartered Insurance Institute (CII).

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.

“Being awarded Chartered Financial Planners status is a landmark for the company,” said Zane Hunter, managing director of French Duncan Financial Services, who holds the individual Chartered Financial Planner title.

“We pride ourselves on being thoroughly professional in everything we do, and to receive this external recognition is both important and satisfying.

“Our target is to develop into one of the highest quality boutique wealth management businesses in the UK; it won’t be about volume, instead we are focused on exceptional client service. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our clients and the intermediaries we deal with.”

French Duncan Financial Services specialises in providing bespoke, fee-based financial planning and investment management advice and guidance to individuals and businesses, trusts and charities.

To date, only a limited number of firms have achieved Chartered status throughout the UK.