Corporate Chartered status is awarded to firms which reach a set of standards and make a series of commitments to professional development.

The firms that gained Chartered status in Jan-Feb are:

• Aspire Wealth Management 

• Darnells Wealth Management 

• Informed Choice 

• North London Insurance Group 

• Lane Financial Management

• Progeny Wealth Limited

Since January 2020, 50% of advisers at Chartered Financial Planning firms must hold the Chartered Financial Planner title, an increase from the previous 25% requirement.

Firms must adhere to the Chartered Ethos. The ethos includes a requirement to provide relevant learning to staff, ongoing people development, alignment of ethics and values, a customer-centric approach, support for initiatives that build public trust and a commitment to contribute to development of the profession.

Melissa Collett, executive director of professional standards at the CII, said: “We are proud to welcome these firms into our Chartered community.

"In achieving corporate Chartered status, they 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 instrument in building public trust and is a true mark of professionalism.”