You can find qualified advisers local to you using our adviser
search. It shows all advisers who are Personal Finance Society
members that hold a valid SPS with the Chartered Insurance
Institute; it also shows the valid to and from date.
You can search for a professional financial
adviser local to you here »
is a Statement of Professional Standing (SPS)?
All financial advisers authorised and regulated by the UK
regulator (the Financial Conduct Authority) must hold a valid
Statement of Professional Standing (SPS). This annually renewable
Certificate validates that the adviser meets minimum professional
qualification standards, adheres to a code of professional ethics
and has completed a minimum level of continuous professional
There is currently no requirement for UK mortgage or protection
advisers to hold a SPS. International advisers who are not
regulated by the Financial Conduct Authority are not required to
hold a UK Statement of Professional Standing, but there may be
similar requirements imposed on them by the regulator for their
jurisdiction - the adviser will be able to tell you if this is the
case. Validity dates are only shown for SPS's issued in the UK by
the CII as an accredited body of the Financial Conduct Authority
You will also see each adviser's qualification level and any
specialist areas of advice they may give.
Each adviser profile will also show you if the adviser has
achieved Chartered status or whether they work for a Chartered
does Chartered mean?
An adviser who has been awarded with the title Chartered
Financial Planner has continued onto a higher qualification level;
the Advanced Diploma in Financial Planning. Chartered Financial
Planners read an Oath upon graduating and this commits them to the
Code of Ethics and a structured programme of continuing
You can trust Chartered Financial Planners, like Chartered
Accountants, Surveyors, or Engineers, to be highly qualified,
reputable and capable of providing you with quality advice with the
does Chartered Firm Status mean?
Chartered firms must ensure staff members acquire and retain the
necessary knowledge and skills to deliver the highest quality
advice. They must also work in an ethical manner that places
clients' interests at the heart of the advice they give.
You can look for a Chartered firm