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Recognising and celebrating success at SJP’s 7th National Chartered Symposium

Publication date:

01 February 2024

Last updated:

25 February 2025

The CII was delighted to be part of St. James’s Place (SJP’s) 7th National Chartered Symposium in the City of London last week (Friday 26 January 2024).

The event brought together over 700 professionals from across the sector to collaborate, share expertise, and nurture knowledge.

The Symposium also provided the chance to celebrate success and recognise those who have made a real difference to the sector, including a new Responsible Business Award category.

The CII would like to add our huge congratulations to the nominees and the five winners of the Professional Development awards:

 

Rhiannon Gogh, PlanIt Future Financial Limited - SJP Chartered Planner of the Year

Dr. Jeremy Chapman, Sycamore Alliance Limited - SJP Responsible Business of the Year Award

Megan Gardner, Mercury Financial Management - SJP Paraplanner of the Year

Ceri Griffiths, Willow Brook Lifestyle Financial Planning - SJP Vulnerability Champion of the Year

Tweed Wealth Management - SJP Chartered Firm of the Year

 

Chris Shadforth, Director of Communications at the CII, who was present at the Symposium, said: “Being Chartered demonstrates to consumers, employers, peers and professional networks that you are at the forefront of your profession and go beyond technical competence to put ongoing professional development, client-centricity and trust at the heart of everything you do.

“It was an honour to be part of the 7th National Chartered Symposium. On behalf of everyone here at the CII, I would like to congratulate all the winners. It’s a huge achievement to be recognised for your hard work and dedication.”

To find out more about Corporate Chartered status, visit our dedicated webpage.