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Corporate Chartered status

At the heart of Chartered status for firms is the desire to help the insurance and financial advice disciplines to improve standards of knowledge and behaviour and, in turn, levels of professionalism.

This is achieved by creating a framework that encourages and supports firms as they strive to raise standards of capability and ethical practice.

A corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and employees.

Becoming Chartered

Stand out for the right reasons: Chartered Insurance Brokers status

The Chartered Insurance Brokers title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.


By achieving a Chartered title firms can evidence that commitment publicly.

 

The majority of firms holding the Chartered Insurance Brokers title feel their status has enhanced perceptions of the firm amongst prospective customers, other professional referrers and employees alike.

Stand out for the right reasons: Chartered Insurer status

The Chartered Insurers title is a relatively new corporate title (awarded since 2010). Less than 20 companies have so far achieved the title, which is only awarded to insurance companies committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality service.

 

By achieving a Chartered title insurance companies can evidence that commitment to customers, employees, and partner organisations.

Stand out for the right reasons: Chartered Financial Planners status

The Chartered Financial Planners title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.

 

By achieving a Chartered title firms can evidence that commitment publicly.

 

The majority of firms holding the Chartered Financial Planners title feel their status has helped the firm attract more potential clients and enhanced perceptions amongst other professional referrers.

Supporting information

Chartered firm search

Our online directory allows you to search for Chartered firms near you

Chartered Insurers »

Chartered Insurance Brokers »

Chartered Financial Planners »

 

Support for Chartered firms

If your company already holds a Chartered title, visit this area for support in communicating your status, including through draft communcations to the press, staff and customers, and updating your entry on the Chartered directory.

Chartered ethics

A commitment to ethical practice is a vital part of the Chartered title. In recognition we have developed a set of ethics self-assessment toolkits especially for Chartered firms.