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:
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.