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Chartered Status

The “gold standard of financial planning” for ethics and professionals

Burley Fox is an independent Chartered Financial Planner firm. This means we have attained a status of the ultimate symbol of professionalism awarded by the Chartered Insurance Institute (CII).

The industry’s gold standard awarded to firms of financial planners confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII.

At the heart of the CII charter is a code of conduct that places the client’s interests first. Chartered Financial Planners sign up to an ethical code and commit to continuous professional development to keep their knowledge of the ever-changing financial planning industry current.

The CII charter also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at

When you use a Chartered firm, you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Let’s talk - we’re ready to listen

As Chartered Financial Planners, we understand and analyse your financial position prior to recommending a researched and relevant solution for you to consider. All advice is confirmed through suitability of advice reports, which help you make better informed financial decisions. To find out more, please contact Burley Fox on 029 2167 9770 or email to discuss your requirements.

Helping you plan your future

I want to plan for
later life

Planning for your retirement and later life is much more than pensions.

Secure your future  

I want to grow
my wealth

Successful wealth generation is relatively simple, but requires patience.

Explore investing  

I want to attract &
retain key staff

Everything needed to attract, reward, motivate, retain and engage with your staff.

Business objectives  

Find out how we can help you

The experienced team at Burley Fox will help you, your family and business with expert independent financial planning and wealth management advice. Building your wealth, protecting you and your loved ones and your business, and planning for the future is what we do. To talk to us about your requirements, please contact us today.

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