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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.