Five planning firms gain corporate Chartered status from the CII

The newly minted corporate Chartered firms are spread across the UK

Hope William-Smith
clock • 1 min read

Five more financial planning firms have joined the corporate Chartered ranks, the Chartered Insurance Institute (CII) has confirmed.

Edinburgh-based Aspire Wealth Management, Newton Abbot firm Darnells Wealth Management and Progeny Wealth and Leeds all gained Chartered status earlier this year. Fareham firm Lane Financial Management and Informed Choice, which has offices in both Cranleigh and Peterborough, have also been granted the status. CII executive director of professional standards Melissa Collett said: "In achieving corporate Chartered status, they have made a public declaration to professional standards, and committed to upholding the Chartered ethos of nurturing knowledge, client centricity and serving so...

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