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Choose Chartered

Why choose a chartered firm?

As the professional body for insurance and personal finance, we award corporate Chartered status to insurance and financial advice firms who make a public commitment to aligned ethics and values, provide knowledgeable advice backed up by qualifications and continued professional development.

Choose Chartered campaign

By choosing Chartered, you are choosing a business that has reached an objective standard of technical knowledge and conduct, a business that will follow good practice and ensure their skills are up to date with market standards. Learn more by clicking on the pages below.