Ten firms across financial planning and insurance achieved Chartered status from the Chartered Insurance Institute (CII) in the second half of 2025.
Financial planning firms Athena Wealth Planning, Beaumont Financial Planners, Blue River Wealth Management, Dragon Financial Planning, Durham Wealth, Oak Private Wealth, TSP Wealth and Wealth Wizards Benefits all gained the professional standards mark in H2 last year. Attic Insurance Brokers and Temple Legal Protection were also awarded Chartered status, the professional body said. The CII explained Chartered status is a symbol of "technical competence and signifies a firm's public commitment to professional standards". Chartered status means firms comply with the CII Code of Eth...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
