30/04/2026
This year marks a huge milestone for us — 30 years of supporting our clients, families, and businesses through every stage of their financial journeys.
From where we started to where we are today, it’s been built on long-term relationships, trust, and the highest quality advice.
We’re incredibly proud to share that, in the same year we turn 30, we are also now a Corporate Chartered firm.
This is one of the highest professional accolades in our industry, held by only a small number of firms across the UK. It reflects not just technical excellence, but a commitment to the highest standards of ethics, client care, and continuous professional development.
For us, it’s not just a title — it’s a promise to keep raising the bar for our clients.
To everyone who has been part of our journey so far — thank you.
Here’s to the next chapter.
Introducing...
In our April feature shining the spotlight on our newly joined Corporate Chartered firms, we catch up with Craig Paterson, Director and Chartered Financial Planner at Murray Paterson Independent Financial Advisers who became Chartered Financial Planners in January 2026.
Learn about what they do, what inspired them to become Chartered and how they found the process.
Read more here: https://www.cii.co.uk/membership/join-us/chartered/corporate-chartered/chartered-content-hub/articles/introducing-murray-paterson-independent-financial-advisers/b1959115-48f1-4534-8b2f-3716086c15d6
