Two brokers among five firms to gain CII chartered status in Q2 2025

Five insurance and financial planning businesses secured corporate chartered status from the Chartered Insurance Institute (CII) in the second quarter of 2025.

The designation is considered a mark of technical competence and a public commitment to professionalism and ethical standards.

It also signifies adherence to the CII Code of Ethics, ongoing staff development, a customer-focused approach and support for initiatives that build public trust.

The firms granted status between April and June 2025 include The Islands Insurance Brokers, Hepburns Insurance and M.J. Touzel Insurance Brokers – which trades as Islands Insurance – all of which have been designated as chartered insurers or insurance brokers.

Morgan Williams and Co and M4 Financial Group, meanwhile, both achieved chartered financial planner status.

Nicola Stacey, president at the CII, said: “I am honoured to award chartered status to these five firms and welcome them into our prestigious professional community.

“They have joined us at a time where we are reflecting on our rules to ensure chartered status is not just a mark of compliance, but a strategic asset for firms to enhance growth, differentiate themselves and gain recognition in a changing market.”

Gaining public trust

Chartered status forms part of the CII’s “Chartered Ethos” – a two-way commitment between the institute and firms designed to encourage public trust in the sector.

Stacey added that by achieving this designation, the newly chartered firms had “set themselves apart from other firms in the eyes of their customers and clients”.

The CII has committed to ensuring that the status remains relevant by modernising its application process, reducing bureaucracy and embedding diversity and inclusion in its requirements.

It reported a 15% increase in completed insurance qualifications in 2024.