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Qualified to do the job

If you have a legal issue you consult a qualified solicitor. If you need help with a financial matter we think you should consult us because our expert advisers are all extremely well qualified. You might expect us to say that, but what does it actually mean for you?

Professional Bodies

All our financial planning advisers are members of the Chartered Insurance Institute (CII) and most have already attained the status of Chartered Financial Planner.

As a company, we are delighted to have been awarded Chartered Financial Planner status by the CII. This is recognition of our standing in the industry.

We are also members of the Personal Finance Society (PFS), whose mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.

The PFS have embarked on a campaign to heighten the awareness of the professionalism of the financial planning sector. At Chadney Bulgin, we are proud to support this campaign. You will start to see the logo below appear in the press and online.

Consumer Confidence Campaign Logo

Quick facts

We are qualified
We are Chartered Financial Planners

We are established
We opened in 1993 and many of our original clients remain with us

We are independent
We’re privately owned and offer impartial advice

We are successful
A top 100 IFA firm in the UK

We are trusted
The majority of our clients have been recommended by other clients

The Financial Ombudsman Service (FOS) is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves