Eight Financial Planning firms achieved Chartered Insurance Institute (CII) Corporate Chartered status in the second half of 2025.
To achieve Chartered status firms have had to prove technical competence and a public commitment to professional standards, according to the Chartered Insurance Institute which awards the status.
The CII said that in receiving Chartered status, firms declare their adherence to the CII Code of Ethics and commitment to supporting initiatives that, "build public trust, ongoing people development, a customer-centric approach and the development of the profession."
The eight Planner firms to gain Chartered status were:
- Athena Wealth Planning
- Beaumont Financial Planners
- Blue River Wealth Management
- Dragon Financial Planning
- Curham Wealth
- Oak Private Wealth
- TSP Wealth
- Wealth Wizards Benefits
Two insurance firms also gained Chartered status: Attis Insurance Brokers and Temple Legal Protection.
The CII is the London-based professional body which awards the Chartered Financial Planner designation among other designations. It has 122,000 members.
Callum Beaton, president of the CII, said: “The ten firms that have achieved Chartered status should be immensely proud of their work, and we are delighted to welcome them all into our prestigious professional community. These firms – like hundreds of others – see our Chartered designation as a strategic asset to enhance growth, differentiate themselves, and gain recognition in a changing market.
“We’re currently reviewing criteria, so that all firms can maximise the value they get from being awarded Chartered status. We will be providing more details later in the year to support all Chartered firms in elevating their brand visibility among current and future clients and wider society.”
Mr Beaton began his term as President of the CII earlier this month, taking over from Nicola Stacey.
The Chartered Insurance Institute's sister organisation is the Personal Finance Society (PFS) which has 40,000 members and aims to drive professional standards in the financial advice and associated sectors.