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service message Important Notice: Essential System Maintenance – 10 October, 08:00–12:00 To support our ongoing security and compliance requirements, essential system maintenance will take place on 10 October between 08:00 and 12:00. During this period, any new PSI examinations booked during the maintenance window may not be visible in the MyCII/MyPFS dashboard until the work has been completed. Orders submitted during this time may also experience processing delays. We apologise for any inconvenience and appreciate your patience while we carry out these important security updates.

Financial planners

Why choose a Chartered financial planning firm?

Has your financial adviser publicly pledged to put your interests first?

There’s an easy way to tell.   The badge says it all.

The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912. We award Chartered status to individual professionals and firms who display eminence in their field

By choosing Chartered, you are choosing a financial planner who has made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development. The CII sets the bar, a firm meets it.