Five advice firms receive CII Chartered status from CII

Hargreaves Lansdown among five firms to have received Chartered status

Sahar Nazir
clock • 1 min read

Five advice firms have gained Chartered status from the Chartered Insurance Institute (CII).

These firms are Astute Wealth Planning, BPW Insurance Services, East Anglian Financial Planning, Hargreaves Lansdown, and Synthesis Wealth Management. Professional standards manager Rebecca Aston said: "These five firms have 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." Elsewhere, the CII recently appointed five directors to the board of the Personal Finance So...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Vigilance still the best defence against ever-sophisticated AI scammers

Vigilance still the best defence against ever-sophisticated AI scammers

'These days you can't even trust what is in front of your eyes'

Roger Brosch
clock 08 January 2025 • 3 min read
Number of clients who say advice is value for money up 10% in two years

Number of clients who say advice is value for money up 10% in two years

Accessibility and cashflow modelling outlined as measures of value

Sahar Nazir
clock 08 January 2025 • 2 min read
NextWealth: Access to advice will shrink in 2025

NextWealth: Access to advice will shrink in 2025

Advice gap to increase by end of year

Sahar Nazir
clock 07 January 2025 • 2 min read