I am delighted to advise you that, once again, Baggette & Company Wealth Management Ltd have been awarded Chartered Status by the Chartered Institute of Insurers/Personal Finance society.
As a Chartered body of more than a century’s standing, the Chartered Insurance Institute grants Chartered status to individuals and organisations that meet strict qualifying criteria.
Chartered status is a symbol of technical competence and is identified as a key instrument in having built public trust when offering Financial Advice. It demonstrates that we, as a firm, are at the forefront of our profession and serves as a mark of trust with consumers, employers and business connections.
Furthermore, this year, in order to qualify we had to demonstrate how the business and the individuals within were contributing to and demonstrating our corporate social responsibility. We were able to achieve this due to the promotion and support the company and many members of staff undertake to aid charities, contribute to environmental initiatives and my own small contribution as a Trustee Board member of the BCP council CAB.
This is the 9th year in succession we have achieved this accolade and we are all very proud that we continue to demonstrate and exceed the standards as clearly outlined by the Institute.
This is reassuring for us as a Firm and we hope for you as our clients, business partners and future clients.