facts & figures: chartered financial planners

Founded in 1970, facts & figures is an independent financial advisory firm that holds the prestigious "Chartered Financial Planners" designation from the Chartered Insurance Institute (CII). The company provides a holistic, long-term approach to financial planning, focusing on services such as investment management, retirement planning, inheritance tax strategies, and financial protection. Their mission is to deliver intelligent, client-focused financial planning to help individuals and businesses achieve their financial goals.