Chartered Status
Chartered firms are encouraged by us, the Chartered Insurance Institute, to give back to society by contributing to the development of the profession. This can include participation in specialist practice groups relevant to the insurance and personal finance profession, and participation in forums designed to produce good practice guidance.
To build community visibility and ensure active corporate social responsibility (CSR), chartered firms are expected to participate in community/charitable activities, and appear in local media to answer consumer questions, reinforcing public trust in the profession.
You can be sure that a Chartered firm will have in place core values, business practices and a Diversity and Inclusion policy that align with the CII Code of Ethics.
It is a firm’s policy to maintain these standards and the chartered mark represents their commitment to doing so.
Local Chartered firms:
Chartered Insurers
Liverpool Victoria Insurance (LV= Broker Underwriting)
Ageas Insurance Limited
Chartered Financial Planners
Liverpool Victoria Insurance (LV= Broker Underwriting) |
Blue Sky Financial Planning |
PFM Associates Ltd |
Baggette & Company Wealth Management Ltd |
Skybound Financial Planning Limited |
Symes Wealth Management Ltd |
Andrew David Associates (Holdings) Ltd |
Bottriell Adams LLP |
Clarke & Partners LLP |
Heritage Financial Ltd |
My Financial Planner Limited |
Strategic Solutions Financial Services |
Chartered Insurance Brokers
Lorica Insurance Brokers Ltd
Alan & Thomas Insurance Brokers Ltd
To find a Chartered firm near you, browse the directories here.