CII Corporate Chartered Status
Five Financial Planning and insurance firms have achieved the Chartered Insurance Institute's (CII) Chartered Corporate status.
To achieve Chartered status the firms have had to prove technical competence and a public commitment to professional standards, according to the Chartered Insurance Institute which awards the status.
The CII said that in receiving Chartered status, firms declare their adherence to the CII Code of Ethics and commitment to supporting initiatives that, "build public trust, ongoing people development, a customer-centric approach and the development of the profession."
The five firms include two Financial Planning firms (Morgan Williams & Co of East Yorkshire and M4 Financial Group of Swansea) and three insurance broking firms.
Firms that gained Chartered status in April-June 2025:
- Morgan Williams & Co
- M4 Financial Group
- The Islands' Insurance Brokers
- Hepburns Insurance
- M.J. Touzel (Insurance Brokers) Limited t/a Islands Insurance
The CII is the London-based professional body which awards the Chartered Financial Planner designation among other designations. It has 122,000 members.
Nicola Stacey, President of the CII, said: “I am honoured to award Chartered status to these five firms, and welcome them into our prestigious professional community.
"They have joined us at a time where we are reflecting on our rules to ensure Chartered Status is not just a mark of compliance, but a strategic asset for firms to enhance growth, differentiate themselves, and gain recognition in a changing market.
"In achieving this designation, they have set themselves apart from other firms in the eyes of their customers and clients, and we look forward to celebrating their achievements as they demonstrate professional excellence over the years to come.”
The Chartered Insurance Institute's sister organisation is the Personal Finance Society (PFS) which has 40,000 members and aims to drive professional standards in the financial advice and associated sectors. It is the UK's main body for Financial Planners.
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