What Chartered Means

Competence. Knowledge. Ethical behaviour.

Do these terms sum up what you look for in your dealings with financial planning professionals?

Well, they are precisely the qualities embodied by ‘Chartered’ status.

The Chartered logo signifies that an individual or an organisation has committed to:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • keeping knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanction.


Corporate Chartered titles

There are three Chartered titles to cover different specialisations for organisations in the insurance and financial advice profession: Chartered Insurance Brokers, Chartered Insurers and Chartered Financial Planners.

This is awarded on the basis of an organisation’s commitment to meet significant and ongoing obligations designed to ensure that its employees are competent, knowledgeable and ethical in their dealings.

These revolve around:

  • The holding of professional qualifications;
  • a commitment to the professional development of all employees; and
  • employee membership of the CII and, with this, compliance with its ethical code of conduct.

Your new chartered team!

We have a team of highly qualified, experienced professionals, each with their own specialist team. We are ready to help you work out what you need to do, how you need to do it, and most importantly, why your plans will work or not.