About Qi

Qi Financial Solutions offer expert independent financial advice and wealth management. We were established as a partnership in 1992 and have since grown to serve hundreds of individuals, families, charities and businesses across London and the South East.

We pride ourselves on providing independent financial advice based on trusted, honest and professional relationships that last. We all live locally and build long standing client relationships, often dealing with many generations in the same extended families.

Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour, across the professional landscape. From accountants to civil engineers, and of course through to financial planners. It is the Gold standard within our profession.

Qi Financial Solutions have been awarded the title of Chartered Financial Planners by the Chartered Insurance Institute (CII). Our directors are all individually qualified as Chartered Financial Planners, meaning each has completed a suite of professional qualifications equivalent to a bachelor's degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code

You will struggle to match our level of expertise and fee structure elsewhere. Quite simply we aim to give the best financial planning and wealth management service at the most competitive fee level.

We are also proud sponsors of Chipstead Rugby Football Club in Surrey. https://www.chipsteadrfc.co.uk/

 
Qi_compass2.png

chartered financial planning

Professional, experienced and trusted

Side logos2.png