Serving you better
Newly-joined Chartered firms
Publication date:
19 February 2020
Last updated:
25 February 2025
We are delighted to welcome new financial planning and insurance firms who have recently received their Chartered status. We encourage you to display your badge with pride and download the Chartered Toolkit to help you to promote your new status.
The list below of new Chartered firms is updated at the beginning of every month.
November 2020
October 2020
September 2020
- PIB Risk Services Ltd
- M.S Macbeth Ltd
- Lockhart Capital Management LLP
- Taylor Burke Partnership
- Charles Dean Ltd
August 2020
July 2020
- Imperial Wealth International Ltd
- Tailored Retirement And Investment Planning
- The De Rouet Partnership
- Bonum Wealth Ltd
- Stadden Forbes Financial Planning Ltd
June 2020
May 2020
- Lomond Wealth Management Ltd
- Altor Wealth Management LLP
- Hunter & Co (IFA) Ltd
- 4 The Record Compliance Ltd
- Lifetime Solutions Financial Planning Ltd
- The Abbott Clarke Partnership Ltd
April 2020
March 2020
- WRS Fornham Financial Partners Limited
- Watson Woods & Sillars Ltd
- Carlton Asset Management Limited
- Touchstone Underwriting Limited
February 2020
- Facet Underwriting Limited
- South Essex Insurance Brokers Limited
- Manchester Underwriting Management
- Xbridge Ltd- Simply Business MGA
- CGR Wealth Management Ltd
- Beachamp Wealth Ltd
- IFT Wealth Management Ltd
January 2020
- BdhSterling Limited
- Finura Partners
- Hawkins Thomas Ltd
- Martin Aitken Financial Services Limited
- IWC Financial Ltd
- Eight Four Two Limited
- BRB Wealth Management Limited
- Elmwood Financial Consulting Limited
- Anderson Gardner Financial Planning Limited
- Clarus Wealth Ltd
- Wealthflow LLP
- Salix Wealth Ltd
December 2019
- Advanta Wealth Ltd
- Hyperion Insurance Services- Howden UK
- James Hallam Limited
- Lucas Fettes & Partners
- Richard Jacobs Pensions & Trustee Services
- Bellamy Wealth Management Ltd
November 2019
- Jelf Insurance Broker Ltd
- Magenta Financial Planning Limited
- Five Wealth Ltd
- Friar Gate Independent Financial Services
- Tor Financial Planning Limited
- JPB Financial Planning Ltd
- Three Counties Ltd
- Bluezone Capital Ltd
- Mitten Clarke Wealth Limited
- Purple Wealth Management LLP
- Wynchwood Investments Limited
- Punter Southall Wealth Limited
- Stringer Mann Financial Planners
October 2019
- Ntegrity Insurance Solutions Ltd
- Progressive Strategic Solutions LLP
- Cadman Wealth Planning Limited
- Just Financial Group Ltd
- Texel Finance Limited
- Mansion House Capital
September 2019
- Niche Sports And Finance Limited
- Complete Financial Fitness Limited
- Blue Financial Group Ltd
- JN Dobbin Limited
- Tailored Solutions UK Ltd
- LIFT-Sport Limited
- Fermet Point Ltd T/A Global Wealth
- AMG Wealth Management Ltd
- Ntegrity Insurance Solutions Ltd
August 2019
- P D Financial Management Ltd
- Thind Wealth Advisory Ltd
- Hansford Bell Financial Planning Ltd
- Harlands Wealth Management Limited
- Bottriel Adams LLP
- Oundle Wealth Management Ltd
July 2019
- Lowe Sawyer Financial Planning
- Yutree Insurance Ltd (Chartered Insurance Brokers)
- Lolaire Financial Ltd
- Tees Financial Ltd
June 2019
May 2019