Introducing the newly Chartered corporate firms of 2023
Publication date:
24 March 2023
Last updated:
19 February 2026
The CII is delighted to announce six financial planning and insurance firms that have recently gained corporate Chartered status. Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
Melissa Collett, Executive Director of Professional Standards at the CII, said: “We are proud to welcome these firms into our Chartered community. In achieving corporate Chartered status, they have 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 instrument in building public trust through our increasingly united profession. It’s a true mark of professionalism.”
Firms that gained Chartered status: Jan-Feb 2023
Darnells Wealth Management 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 we make to our Chartered firms, and the commitments they make to the public. Together, our commitments help to secure public trust and confidence in Chartered status.
You can find out more about what it means to be Chartered and the eligibility criteria here.
