Introducing the newly corporate Chartered firms - 2024
Publication date:
14 May 2024
Last updated:
25 February 2025
The CII is delighted to announce nine financial planning firms have recently gained corporate Chartered status.
Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
Charlotte Ferson, Professional Standards Manager at the CII Group, said: “We are pleased and proud to welcome these nine 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.”
Firms that gained Chartered status: January - April 2024:
HCI Financial Services Limited
Celtic Financial Planning Ltd
Little & Georgiou (IFA) Ltd
Self Invested Portfolios Ltd
Miller James Financial Planning Ltd
Craven Street Financial Planning Limited
Concept Wealth Ltd
Sylvan Financial Management Limited
Chetwood Private Wealth Limited
The Chartered Ethos
The Chartered Ethos details the commitments we make to our Chartered firms, and the commitments they make to the public. These commitments support us in our collective effort to secure public trust and confidence in the insurance and personal finance professions.
You can find out more about what it means to be Chartered and the eligibility criteria here.
