A Chartered Firm with a Team of qualified professionals
We are a Chartered Financial Planning firm but what does this actually mean?
Symbolises professional excellence
Demonstrates high standards of learning with specialist knowledge that is Master’s degree or equivalent.
Commitment to professional behaviour
As a business we pursue higher standards of knowledge and technical competence for our staff. Our company focus’s on ethical behaviour and professional conduct whilst providing a high quality of service and support. Qualifications have always been key in our development and we are proud to continue this trend to ensure that clients can be confident that they are dealing with a highly professional firm who treats each client and their needs individually.
Both Frances and Christopher are fully regulated by the Financial Conduct Authority. We are also members of the Chartered Insurance Institute and Personal Finance Society, The London Institute of Banking and Finance, and our Advisers hold a Statement of Professional Standing. Our Advisers are level 4 and 6 standard, and Frances is also a registered Occupational (Final Salary) Pension Specialist. Our financial Advisers in Newcastle under Lyme carry out regular training and exams to ensure that they are up to date with both regulatory news and legislation.
As a Chartered Firm you can be assured that we operate by a certain Code of Ethics. This means that we abide by following rules and company ethos:
- Our advice is always compliant with up to date legislation and regulations
- We always aim to act with the highest ethical standards and integrity
- We always act with YOUR best interests at heart
- Here at Giliker Flynn, we strive to provide the highest standard of service
- Everybody is treated fairly and not discriminated against
Meet the Team