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

Strategic Solutions Financial Services

Blue Sky Financial Planning

Inspire Financial Services Ltd

The Legal Brokerage Limited

PFM Associates Ltd

Purposeful Money Ltd

Baggette & Company Wealth Management Ltd

Symes Wealth Management Ltd

Heritage Financial Ltd

Chris Bibb Independent Financial Advice Ltd

Andrew David Associates Ltd

Clarke & Partners LLP

My Financial Planner Limited

Clinton Kennard Associates

Phoenix Estates Limited

The Wealth Care Partnership Ltd

Old Mill Financial Planning LLP

Professional Pensions & Investments Ltd

Peter Harding Practice Ltd

Gresham Financial Limited

Chartered Insurance Brokers

Lorica Insurance Brokers Ltd

Alan & Thomas Insurance Brokers Ltd

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