Chartered Financial Planners

The Chartered Financial Planning Firm status is awarded by The Chartered Insurance Institute (CII). The CII is a professional body dedicated to building public trust in the insurance and financial planning profession.

Our Chartered status means that you can be confident that the advice and service that you receive from Satis Wealth Management meets the highest standards of excellence and professionalism. The status is evidence of our commitment to customers, partners and employees.

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Centre for Fiduciary Excellence

We pride ourselves on taking a fiduciary duty towards our clients in all areas of our service. This means that we always act in your best interests at all times. Our advice and actions are performed to meet your needs as opposed to our own. We do our best to make sure our advice is based on accurate and complete information.

This commitment to fiduciary duty has been recognised by CEFEX, and we are one of just a handful of firms within the UK to be certified for Investment Advisor Fiduciary Excellence.

We join an elite group of investment advisers globally to have met the standard described in the handbook “Prudent Practices for Investment Advisors”. This independent certification demonstrates that we stand among the most trusted investment advisory firms in the world.

The standard describes how an investment advisory firm assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement ongoing investment strategies.

For more information, please view this short video ‘Why work with a CEFEX advisor’



Certified Financial Planner

The Certified Financial Planner (CFP) certification is awarded by the Chartered Institute for Securities & Investment (CISI). It is only awarded to those financial planners who have successfully completed a rigorous assessment of their skills and knowledge of key aspects of financial planning. They must also demonstrate they have the relevant experience, education and ethical approach required of a Certified Financial Planner.