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A chartered financial advisor is  an individual who assists clients with investment decisions. The financial advisor provides analysis of various investment vehicles and financial instruments. This analysis is used by the advisor to offer guidance to the client regarding the clientâs financial planning and investment strategy.
As at May 2016, there were over 36,000 members of the Personal Finance Society (the principal professional body for financial advisers in the UK), of which over 5,000 hold Chartered Financial Planner status. Since 2012, financial adviser firms can apply for corporate Chartered Financial Planners status, if they qualify under a number of criteria. Fewer than 500 firms can boast corporate Chartered Financial Planners status. The titles of Chartered Financial Planner and Chartered Financial Planners were granted by the Chartered Insurance Institute (CII).