Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) chartered status in the first quarter of 2025.
The firms that gained chartered status between January and March 2025 are Eva Capital Management, Ocaris Wealth Management, One Four Nine Wealth, Parker Kelly Financial Services, Path Financial Ltd, and Sentio Insurance Brokers.
As part of the award, the firms agreed to follow the CII code of ethics and to take actions to build public trust, support staff development, put customers first, and help the profession grow.
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.”
