Corporate Chartered firms amongst shortlist for Adviser Firm of the Year at Professional Adviser Awards 2024

The awards, now in their 19th year, celebrate success for advisers and providers in all corners of the UK as well as recognising the best in multi-asset investing, paraplanning, client engagement, Consumer Duty, and more. 

The Corporate Chartered firms shortlisted are: 

• Ardent Financial Planning 
• Becketts 
• Benchmark Financial Planning 
• Berry & Oak 
• Blue Wealth 
• Cairn Independent 
• Celtic Financial Planning 
• Clarity 
• Depledge Strategic Wealth Management 
• Handford Aitkenhead & Walker 
• HCI Financial Services 
• Holden & Partners 
• Kellands Chartered Financial Planners 
• Kingsfleet 
• Lowes Financial Management 
• Ovation 

• PenLife Associates 
• Progeny 
• Rowley Turton (IFA) 
• TFP Financial Planning 
• The Aspire Partnership 
• The Private Office 
• Tweed Wealth Management 
• VWM Wealth 

CII Corporate Chartered firms make a public declaration of a commitment to professional standards and have provided evidence which demonstrates they exceed minimum standards – particularly around developing their staff, serving the best interests of their clients, and being actively involved in promoting ethics and values.  

Speaking of the firms who have been shortlisted, Martin Rouse, Business Development & Marketing Director at the Chartered Insurance Institute said: 

“Firstly, congratulations to all the firms which have been shortlisted for this prestigious award.” 

“The CII are delighted to see 24 firms recognised by Professional Adviser hold Corporate Chartered status accredited by the professional body. It shows that they are they are exceeding minimum regulatory standards, committing to an ethical code and practices that deliver good customer outcomes and having a positive role in society.” 

To find out more about Corporate Chartered status, visit our dedicated webpage.