Chartered Status

Chartered firms are encouraged by us, the Chartered Insurance Institute, to give back to society by contributing to the development of the profession. This can include participation in specialist practice groups relevant to the insurance and personal finance profession, and participation in forums designed to produce good practice guidance.

To build community visibility and ensure active corporate social responsibility (CSR), chartered firms are expected to participate in community/charitable activities, and appear in local media to answer consumer questions, reinforcing public trust in the profession.

You can be sure that a Chartered firm will have in place core values, business practices and a Diversity and Inclusion policy that align with the CII Code of Ethics.

It is a firm’s policy to maintain these standards and the chartered mark represents their commitment to doing so.

Local Chartered firms:

Chartered Insurers

Liverpool Victoria Insurance (LV= Broker Underwriting)

Ageas Insurance Limited

Chartered Financial Planners

Liverpool Victoria Insurance (LV= Broker Underwriting)

Blue Sky Financial Planning

PFM Associates Ltd

Baggette & Company Wealth Management Ltd

Skybound Financial Planning Limited

Symes Wealth Management Ltd

Andrew David Associates (Holdings) Ltd

Bottriell Adams LLP

Clarke & Partners LLP

Heritage Financial Ltd

My Financial Planner Limited

Strategic Solutions Financial Services

Chartered Insurance Brokers

Lorica Insurance Brokers Ltd

Alan & Thomas Insurance Brokers Ltd

To find a Chartered firm near you, browse the directories here.