CII reveals 10 newly chartered corporate firms

The Chartered Insurance Institute (CII) has revealed that 10 insurance and financial planning firms achieved CII corporate chartered status between June and December 2025.

The newly chartered firms include Attis Insurance Brokers, Athena Wealth Planning, Beaumont Financial Planners, Blue River Wealth Management, Dragon Financial Planning, Durham Wealth, Temple Legal Protection, TSP Wealth and Wealth Wizards Benefits. 

In receiving chartered status, these 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.

Gaining recognition

Commenting on the firms’ newly chartered status, Callum Beaton, president at the CII, said: “The 10 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.”