2023 second quarter: Introducing the newly Chartered corporate firms
Publication date:
19 July 2023
Last updated:
25 February 2025
The CII is delighted to announce five 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.
Rebecca Aston, Professional Standards Manager at the CII, said: “We are very pleased and proud to welcome these five 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: May-Jun 2023
East Anglian Financial Planning
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.