Financial planners

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.

Why choose a chartered financial planner?

Quite simply, it’s about dealing with a professional. Chartered financial planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, then placed a public badge on that commitment.

The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.

Find a Chartered financial planner near you.