CII Corporate Chartered Status
Seven firms, including several Financial Planning firms, have achieved Corporate Chartered status with the Chartered Insurance Institute (CII) during September and October.
The CII says the status is “a symbol” of technical competence and signifies a public commitment to its professional standards.
Firms that gained Chartered status in Sep-Oct 2024:
- Augustine Limited
- Avoca Wealth Management Ltd
- Better Financial Planning
- Park Insurance Ltd
- Sedulo Wealth Management
- SGM Financial Management Ltd
- Suttons Independent Financial Advisors Ltd
CII President Ian Callaghan said: “We are delighted to welcome these seven firms into our Chartered community.
“In achieving corporate Chartered status, they have each made a public declaration to professional standards, and committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society.
“Corporate Chartered status is a key component in building public trust and a true mark of professionalism.”