Introducing seven newly Chartered corporate firms

The Chartered Insurance Institute (CII) has announced that seven insurance and financial planning firms have achieved Chartered status over September and October. Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.

Ian Callaghan, President of the CII, 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. We look forward to working alongside these firms to deliver good customer outcomes and best practice.”

Firms that gained Chartered status: 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

The Chartered Ethos

Corporate Chartered status involves a public declaration to professional standards that contains a series of commitments that are made openly and transparently, in public view. The Chartered Ethos details the commitments the CII makes to Chartered firms, and the commitments they make to the public. Together, these commitments work to secure public trust and confidence in Chartered status.

More information on what it means to be Chartered, and the eligibility criteria is available here.