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Chartered Financial Planner & Fellow of the Personal Financial Society (FPFS)

Ensuring you receive advice from the very best qualified adviser should be your minimum requirement.

Standards in the financial advice industry have been significantly raised in recent years. The CII’s ‘Chartered Financial Planner’ status recognises organisations that are committed to professionalism, ethical practice, knowledge, and excellence.

Quite simply, it’s about dealing with a professional. Chartered financial planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, then placed a public badge on that commitment.

The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.

William McDonald is one of the few UK regulated advisers holding both Chartered Financial Planner and Fellow of the Personal Financial Society (FPFS) qualifications.

William McDonald is a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. This achievement has only been obtained by a very small percentage of advisers operating in the UK. Of 30,000 members of the PFS, less than 2,900 hold this advanced level qualification.

Fellowship of the CII is universally regarded as the premier qualification. Achieving Fellowship of the CII gives financial services practitioners genuine differentiation. The CII is one of the main awarding bodies in the financial services industry and is well known around the world, for the quality and breadth of its exams and qualifications.

Fellowship of the CII confirms commitment to further self-improvement and is available only to those who demonstrate their ability. It is a major achievement in the financial industry and demonstrates the acquisition of skills and knowledge at the highest of levels.

William holds all three of the prestigious qualifications and titles which are highly sought after within Financial Services. Along with a Fellowship, he is a Chartered Financial Planner, Certified Financial Planner (CFP) and Chartered Wealth Manager.

Chartered Financial Planner

A financial adviser who has publicly pledged to put your interests first - the badge says it all.

The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912. We award Chartered status to individual professionals and firms who display eminence in their field

By choosing Chartered, you are choosing a financial planner who has made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development. The CII sets the bar, a firm meets it.

Independent Financial Advice

We are completely committed to providing our clients with totally independent and unbiased financial advice for life. In practice, this means transparent charges, tax-efficient fee based solutions, and above all, never allowing provider incentive to cloud our judgement during the advice process.

 We offer advice on an ‘Independent’ basis. This means that we provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the full range of retail investment, pension and life products available in the marketplace which may be suitable for you.

Chartered Financial Planner

What is a Chartered Financial Planner?

Chartered status is an aspiration all firms try to achieve and shows that we, and our financial planners have committed to the highest levels of technical knowledge and understanding through professional examinations.

Chartered Financial Planner status is the ultimate symbol of professionalism. The title is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services and applies only to appropriately qualified CII members who are providing financial planning advice or related activities, to individuals or corporate entities.

Why choose Merrick Financial Services


We have over 30 years financial services experience in providing Independent Financial Advice to clients both locally and across the UK. 


We have a proven track record in providing sound financial advice to hundreds of clients who we have built strong relationships with over many years.

Chartered Financial Planner


The Chartered Insurance Institute (CII) consider a Chartered Financial Planner as the “gold standard of financial planning” for ethics and professionals. 


We provide a professional approach to financial planning, undertaking a genuinely empathetic interest in your personal concerns in order to achieve your objectives along the way.

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