Web Chat
My Basket0

Why choose a Chartered firm?

Corporate Chartered status is awarded by the Chartered Insurance Institute – the professional body for insurance and personal finance, to firms that have made a public commitment to aligned ethics and values, to providing knowledgeable advice backed up by qualifications and continued professional development, and to seeking good customer outcomes.

Their commitment to you, the customer

Investing in people with the knowledge appropriate to their role helps ensure competency and capability in the provision of service, supporting a broader customer first approach.

Chartered firms are encouraged by us, the Chartered Insurance Institute, to give back to society by contributing to the development of the profession. This can include participation in specialist practice groups relevant to the insurance and personal finance profession, and participation in forums designed to produce good practice guidance.

To build community visibility and ensure active corporate social responsibility (CSR), chartered firms are expected to participate in community/charitable activities, and appear in local media to answer consumer questions, reinforcing public trust in the profession.

You can be sure that a Chartered firm will have in place core values, business practices and a Diversity and Inclusion policy that align with the CII Code of Ethics.

It is a firm’s policy to maintain these standards and the chartered mark represents their commitment to doing so.

To find a Chartered firm near you, browse our directories below: 

Chartered Insurers

Chartered Insurance Brokers

Chartered Financial Planners