Important Notice: Essential system upgrades will be taking place over the weekend of 10-12 April. During this time orders being placed over the phone, and via our website may be subject to delays in processing. This includes purchasing a post results review of marking and examination resit.
We apologise for any inconvenience caused.
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.