In July 2010, Isis Financial Planners, the company behind gayfinance.info, who have been serving the gay & lesbian community since 2002, were awarded the prestigious ‘Chartered Financial Planners’ title by the Chartered Insurance Institute (CII).
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. There are fewer than 300 firms with this Chartered status. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
As the premier professional body for the financial services profession, the CII promotes higher standards of integrity, technical competence and business capability. With over 93,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to this sector.
Individually, CII’s members are able to drive their personal development and maintain their professional standing through an unrivalled range of learning services and by adhering to the CII’s Code of Ethics & Conduct.
In addition to Isis being Chartered Financial Planners, two of the directors, Louis Letourneau and Maggie Fleming are both fully qualified members of STEP - The Society Of Trust And Estate Practitioners. These, plus other qualifications make the team at Isis Financial Planners some of the most experienced financial planners in the country.