The logo of the Financial Planners Chartered division of the CII

Chartered Firm

In May 2015 Westminster Wealth Management LLP was awarded the prestigious Chartered Financial Planners title by the Chartered Insurance Institute (CII).

Corporate Chartered status is an exclusive Gold Standard only awarded to firms which meet rigorous criteria relating to professionalism and capability. We feel this demonstrates our ongoing pursuit of excellence and is testament to the quality and experience of our people. It also illustrates and rewards our commitment to continuing professional and corporate development through which we aim to ensure the highest standards of advice, service and ethics now and in the future.

Corporate Chartered status is reserved for the leading firms within the financial services sector; to date fewer than 700* firms nationwide are accredited in this fashion.

With over 100,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to this sector. The CII works with businesses to develop bespoke, company-wide approaches that ensure competitive advantage by enhancing employees’ technical and professional competence. CII’s members are able to drive their personal development and maintain their professional standing through an unrivalled range of learning services and through adherence to the CII’s Code of Ethics & Conduct. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.


*source: the CII, June 2015