Five advice firms receive CII Chartered status from CII

Hargreaves Lansdown among five firms to have received Chartered status

Sahar Nazir
clock • 1 min read

Five advice firms have gained Chartered status from the Chartered Insurance Institute (CII).

These firms are Astute Wealth Planning, BPW Insurance Services, East Anglian Financial Planning, Hargreaves Lansdown, and Synthesis Wealth Management. Professional standards manager Rebecca Aston said: "These five firms have made a public declaration to professional standards and committed to upholding the Chartered ethos of nurturing knowledge, client centricity and serving society. "Corporate Chartered status is a key component in building public trust and a true mark of professionalism." Elsewhere, the CII recently appointed five directors to the board of the Personal Finance So...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FSCS places West Yorkshire-based investment advice firm in default

FSCS places West Yorkshire-based investment advice firm in default

FCA revoked its authorisation in September 2023

Sahar Nazir
clock 26 November 2024 • 1 min read
DE&I progress since Black Lives Matter stagnates in financial services

DE&I progress since Black Lives Matter stagnates in financial services

Reboot Race to Equality report finds no real change or progress

Linus Uhlig
clock 26 November 2024 • 2 min read
PA Awards 2025: Adviser category shortlists revealed!

PA Awards 2025: Adviser category shortlists revealed!

The industry’s best in ESG, client engagement, paraplanning, vulnerable customer care, and more

Professional Adviser
clock 26 November 2024 • 3 min read