Moneo Wealth Management Ltd has been awarded the prestigious “Chartered Financial Planners” status by The Chartered Insurance Institute (CII). Chartered status is an exclusive title only awarded to firms who meet t he qualification criteria, which include passing professional examinations at first degree level, abiding by a comprehensive Code of Ethics & Conduct and committing to a programme of continuous professional development.

The Chartered Insurance Institute has described Chartered Status as “the gold standard” for financial advisers and has said that “it is only bestowed on those at the peak of the financial advice profession”.

Moneo Wealth Management Ltd are delighted to have been awarded this status as it shows our commitment to giving our clients the highest level of advice and service.