Introducing Seven Newly Chartered Corporate Firms

CII Media Team • November 15, 2024

Seven Insurance and Financial Planning Firms have achieved Chartered Status 

Insurance

The Chartered Insurance Institute (CII) has announced that seven insurance and financial planning firms have achieved Chartered status over September and October. Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.

 

Ian Callaghan, President of the CII, said: “We are delighted to welcome these seven firms into our Chartered community. In achieving corporate Chartered status, they have each 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. We look forward to working alongside these firms to deliver good customer outcomes and best practice.”

 

Firms that gained Chartered status: Sep-Oct 2024

 

Augustine Limited

 

Avoca Wealth Management Ltd

 

Better Financial Planning

 

Park Insurance Ltd  

 

Sedulo Wealth Management

 

SGM Financial Management Ltd

 

Suttons Independent Financial Advisors Ltd

 

The Chartered Ethos

 

Corporate Chartered status involves a public declaration to professional standards that contains a series of commitments that are made openly and transparently, in public view. The Chartered Ethos details the commitments the CII makes to Chartered firms, and the commitments they make to the public. Together, these commitments work to secure public trust and confidence in Chartered status.



 The Chartered Insurance Institute (CII)

The Chartered Insurance Institute is the professional body dedicated to building trust in the insurance and financial planning profession. Our strapline Standards. Professionalism. Trust. embodies our commitment to driving confidence in the power of professional standards: competence, integrity, and care for the customer.

We deliver that commitment through relevant learning, insightful leadership, and an engaged membership. Our members commit to high professional standards by maintaining continuous professional development and abiding by our Code of Ethics. The Chartered Insurance Institute is proud to be a member of the Chartered Body Alliance and the Institute for Global Insurance Education.

 

 



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