The Chartered Insurance Institute (CII) has awarded Corporate Chartered status to 10 Financial Planning firms and one insurance broker in the first half of 2026.
The status recognises the firms’ public commitment to high professional standards, ethical conduct and better outcomes for clients and customers.
The CII said that Corporate Chartered status is a mark of technical competence and professionalism. Chartered firms must demonstrate a commitment to the CII Code of Ethics, ongoing people development, customer-centric practice and initiatives that help build public trust in the sector.
Firms that achieved Corporate Chartered status from January to June 2026
• Barwells Independent Financial Management, Chartered Financial Planners based in East Sussex
• BSK Financial Planning, a London-based firm which specialises in financial advice for the legal profession
• Dean Statham Wealth Management, Stafford-based Chartered Financial Planners
• Deep Dive Financial Planning, London-based AR of 2plan Wealth Management
• Fidelium Financial Planners, Chartered Financial Panners based in Hemel Hempstead, Herts
• Financial Management Bureau, Cumbria-based Financial Planners
• Grafton Court Wealth Management, Bristol-based wealth manager
• Insurance Direct Group Solutions, London-based insurance broker
• Murray Paterson, IFAs based in South Lanarkshire
• Pentins Financial Planners, Chartered Financial Planners based in Canterbury
• Vincent Colley Investment Advisors, Stockport-based Financial Planners
Callum Beaton, president of the CII, said: “Chartered status is clear communication of a firm’s professionalism, ethical practice, and commitment to continuous improvement. I am delighted to welcome these 11 firms into the CII’s Chartered community and congratulate them on taking this important step towards strengthening public trust and confidence in our profession.”
The CII said it is updating its Corporate Chartered rules to ensure Chartered status continues to provide a clear signal of a firm’s commitment to upholding the highest standards of professionalism.
From July 2026, Chartered firms are being invited to begin sharing evidence against an initial set of updated criteria at renewal, ahead of the new rules applying to new applicants from 2027.
The changes will strengthen the value of Corporate Chartered status and help recognise firms who do the most to demonstrate leadership, progress and good practice, the CII said.