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Our Qualifications

Chartered Financial Planner StatusChartered Financial Plannerchartered

AAB Wealth has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code

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. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

Note: With over 93,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.

Certified Financial Planner StatusCertified Financial Planner

CFPcm, Certified Financial Planner and the CFP flame logo are licence marks licensed to the Institute of Financial Planning which can help you identify financial planners who are committed to competent and ethical behaviour when providing financial planning advice.

Individuals certified by the IFP have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFPcm licence process that includes demanding education, examination, experience and ethical requirements.

These standards are called "the four Es," and they are four important reasons why the financial planning practitioner you select should display the CFP licence mark as shown above.

Why are the CFP Licence Requirements Important?

Most people think that all financial planners are "certified," but this isn’t true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the licence and renewal requirements of the Institute of Financial Planning can display the CFP licence marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP licence provides that sense of security.

CFPcm and Certified Financial Plannercm are Certification Marks owned by Financial Planning Standards Board Ltd. Institute of Financial Planning is the sole licensing authority for the marks in the United Kingdom, through agreement with FPSB.

Accredited Financial Planning FirmTM accredited

To successfully meet the criteria for approval, AAB Wealth has had to demonstrate that it provides a comprehensive Financial Planning service for clients as well having as a clear cost or fee structure. The firm also had to demonstrate commitment to the IFP's Code of Ethics and Practice Standards as well as having appropriately trained and qualified staff. All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and at least 50% of registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNERCM professional, or equivalent. Very few Financial Planning firms in the UK meet these exacting standards.