HL and 3 Planning firms gain Corporate Chartered status

Thursday, 20 July 2023
Articles
The CII said Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.

Five firms - including platform and investment provider Hargreaves Lansdown - have achieved Corporate Chartered status from the CII in the latest quarter.

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Progeny gains Corporate Chartered status

Tuesday, 10 January 2023
Articles
Neil Moles, CEO of Progeny, said that Chartered status continues to raise professional standards in the Financial Planning industry.

Financial Planner and wealth manager Progeny Wealth has been awarded Chartered firm status by the Chartered Insurance Institute.

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WH Ireland achieves Chartered status

Wednesday, 21 July 2021
Articles
The Chartered status award comes less than a week after the firm said it returned its first profit in five years

Wealth management firm WH Ireland has achieved corporate Chartered Financial Planning status from the Chartered Insurance Institute (CII).

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Financial Planner appeals for charity fundraising partnerships

Friday, 22 November 2019
Articles
Ben Smalley (second left) with his fellow Belmayne Foundation partners

Derbyshire-based independent Financial Planner, Belmayne, has appealed for small local charities to get in touch if they would like to benefit from the firm’s fundraising next year.

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