Firms now eligible for chartered status

Ian Templeton, president of the CII, says the move will mean adviser firms would be able to gain equal recognition with other chartered professionals, such as accountants, lawyers and architects. “At long last chartered firms of financial planners will find themselves on an equal footing with other professions,” Templeton says. “Consumers now have the means to identify immediately those firms that have publicly committed themselves to the CII Code of Ethics and Conduct and to the highest professional standards.” Steve Jenkins, the CII’s financial services business development director, t...