I am delighted to share the news that Lockhart Capital Management has recently been accredited with the prestigious Corporate Chartered status. This is an exclusive title only awarded to firms that meet the rigorous criteria relating to professionalism and capability. Firms must ensure that staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. When we established just over 3 years ago our aim was to offer a bespoke level of advice and a comprehensive wealth management service to a limited number of clients, something that we felt was and still is a rare commodity in the sector. Our clients have placed great trust in the advice we have provided them over the years and this award is evidence within our profession of the standards we expect to uphold.
The Chartered titles awarded by the CII are steeped in history, but they remain today’s ‘gold standard’ of excellence and integrity. Granted by the Privy Council, the high standard required is currently met by only a few hundred firms across the country.
Chartered firms must also follow a demanding ethical code of practice, placing the clients’ interests at the heart of the advice they give.