Chartered Financial Planners
Learn about our commitments, values and the level of service you will receive from our Chartered Financial Planners.
Chartered Financial Planners
What is a Chartered Financial Planner?
Chartered Financial Planners are members of a professional body with access to industry leading technical intelligence, education and training. While we are not a Chartered firm, having Chartered professionals on our team highlights our dedication to high ethical standards and professional excellence.
What does this mean for you?
As a company we are obliged to continually develop and embrace the latest innovation in our sector and deliver the best for our clients. We uphold certain professional standards and a strict Code of Ethics, so with Chartered Financial Planners, you’re in good hands.
What are our commitments?
At Willday Wealth Management, we always put clients’ interests first. We support wider initiatives that benefit society as a whole and help our industry adapt to changing times. We shape our profession. By opting for us, you can feel confident you will receive an outstanding level of service and support.
4 5-Star Reviews
Sophie Wreford DipPFS
Sophie qualified as a Financial Advisor in August 2023, earning a diploma from the Chartered Institute of Insurance (CII) and is currently in the process of achieving “Chartered” status with the Chartered Institute of Securities and Investments (CISI)
Qualifications
FCA Certified
Level 6 Advanced Financial Planner Diploma
Services Offered
✔Investments & Savings
✔Pensions
✔Mortgages
✔Retirement Income
✔Inheritance Planning
