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Finance Industry News

Bath-based financial advisor achieves coveted chartered status


Graham Sneddon, from Saltford near Bath, becomes one of only 5,000 individuals to be awarded with the prestigious chartered status.

Bath-based financial advisor achieves coveted chartered status


"I am extremely grateful to have received such prestigious external recognition of my professionalism. Receiving chartered status is a big personal milestone."
Graham Sneddon



The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planner’ title to Graham Sneddon of Sneddon Financial Planning Partnership, who also became fellow of the Personal Finance Society. 

Chartered Status is the profession's gold standard for financial planners and is only awarded to individuals that meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.  

Just over 5,000 individuals have achieved Chartered status so far, showing that this is a highly exclusive award reserved for the leading individuals within the financial advice market. 

Graham Sneddon offers clients a face to face Wealth Management service, dealing with all  aspects of their financial planning. 

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