The new title of Chartered Financial Planner was granted to the Chartered Insurance Institute (CII) by the Privy Council in 2005.

Corporate Chartered Title

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute. To date only 471 firms have attained this title in the UK. This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at within the section on Membership. When you use a Chartered firm you are dealing with proven professionals.





The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can get you the best possible advice, service and support, please contact us


Leave a Reply