Introducing ten newly Chartered corporate firms

Ten insurance and financial planning firms achieved Chartered Insurance Institute (CII) corporate Chartered status in the second half of 2025. Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.

Firms that gained Chartered status in June-December 2025:

Attis Insurance Brokers (Chartered Insurance Brokers)

Athena Wealth Planning (Chartered Financial Planners)

Beaumont Financial Planners (Chartered Financial Planners)

Blue River Wealth Management (Chartered Financial Planners)

Dragon Financial Planning (Chartered Financial Planners)

Durham Wealth (Chartered Financial Planners)

Oak Private Wealth (Chartered Financial Planners)

Temple Legal Protection (Chartered Insurance Underwriting Agents)

TSP Wealth (Chartered Financial Planners)

Wealth Wizards Benefits (Chartered Financial Planners)

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.

Callum Beaton, President of the CII, said: “The ten firms that have achieved Chartered status should be immensely proud of their work, and we are delighted to welcome them all into our prestigious professional community. These firms – like hundreds of others – see our Chartered designation as a strategic asset to enhance growth, differentiate themselves, and gain recognition in a changing market.

We’re currently reviewing criteria, so that all firms can maximise the value they get from being awarded Chartered status. We will be providing more details later in the year to support all Chartered firms in elevating their brand visibility among current and future clients and wider society.”

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.

More information on what it means to be Chartered, and the eligibility criteria is available here.