Ten firms achieved CII Chartered status in 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...