Introducing five newly Chartered corporate firms

In receiving Chartered status, firms declare their adherence to the CII Code of Ethics, and commitment to supporting initiatives that build public trust, ongoing people development, a customer-centric approach, and the development of the profession.

Firms that gained Chartered status in April-June 2025:

Morgan Williams & Co Chartered Financial Planners 

M4 Financial Group Chartered Financial Planners

The Islands' Insurance Brokers Chartered Insurance Brokers

Hepburns Insurance Chartered Insurers 

M.J. Touzel (Insurance Brokers) Limited t/a Islands Insurance Chartered Insurers 

Nicola Stacey, President of the CII, said: “I am honoured to award Chartered status to these five firms, and welcome them into our prestigious professional community. They have joined us at a time where we are reflecting on our rules to ensure Chartered Status is not just a mark of compliance, but a strategic asset for firms to enhance growth, differentiate themselves, and gain recognition in a changing market. In achieving this designation, they have set themselves apart from other firms in the eyes of their customers and clients, and we look forward to celebrating their achievements as they demonstrate professional excellence over the years to come.”

The Chartered Ethos

Corporate Chartered status involves a public declaration to professional standards that contains a series of

commitments that are made openly and transparently, in public view. The Chartered Ethos details the

commitments the CII makes to Chartered firms, and the commitments they make to the public. Together,

these commitments work to secure public trust and confidence in Chartered status.

Find out more about what it means to be Chartered and the eligibility criteria.