The Chartered Insurance Institute (CII) has named six new Financial Planning and insurance adviser firms to have achieved corporate CII Chartered status in the first quarter of this year.

The CII, a professional body with more than 120,000 members and parent body of the Personal Finance Society, says that Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.

The Chartered firms have declared 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.”

6 Firms that gained Chartered status in Jan-Mar 2025

Eva Capital Management

Ocaris Wealth Management

One Four Nine Wealth

Parker Kelly Financial Services

Path Financial Ltd

Sentio Insurance Brokers

Nicola Stacey, President of the CII, said: “It is an honour to award Chartered status to six new firms, and welcome them to the Chartered community.

"Chartered status represents a public declaration of professional standards, supporting our collective mission of building public trust in the insurance and financial planning professions. We look forward to working alongside these firms to deliver excellent client service.”