Newly-joined Corporate Chartered firms for 2022
Blog
Publication date:
04 October 2022
Last updated:
25 February 2025
We are delighted to have so far welcomed 20 new financial planning and insurance firms, who have all recently received their Chartered status.
Corporate Chartered status is a key instrument in building public trust through our increasingly united profession. It’s a true mark of professionalism. Find out more on what it means to be Chartered and the eligibility criteria.
Take a look at the full list of firms who have joined this year.
January
Brighter Financial Services Ltd
Principal and Prosper Limited
February
Concept Financial Planning Ltd
March
Andrew David Associates (Holdings) Ltd
Konsileo (Trading) Ltd
Punter Southall Defined Contribution Consulting Ltd - Aspire Financial Planning
Mid and West IFA
Work Life Wealth Ltd
Greenarch Wealth Management
April
Tony McDonagh & Co Ltd
Lothbury UK Ltd
TPD Wealth Management Ltd
Gainsborough Wealth Management Limited
Wheatley's Insurance Brokers Limited
June
Tweed Wealth Management
MPR Underwriting Limited
Sanctuary Financial Limited
July
Stratagem Financial Planning Limited
Motus Financial Planning Ltd
August
September
Affinity Select Insurance Services Ltd
October
November
Orwell Securities (Ipswich) Ltd – (re-joined)