What does Chartered mean and why do we use it?

Henwood Court is proud to have renewed its Corporate Chartered Financial Planner status once again.

Why is it so important to us?

The general definition of a Chartered professional is ‘someone who has gained a specific level of skill or competence in a particular field of work, recognised by the award of a formal credential from a professional body’. Chartered status is considered a mark of professional competency and is awarded mainly by Chartered professional bodies and learning societies.

In our profession, corporate Chartered status is awarded by the Chartered Insurance Institute (CII) to firms of Chartered Insurers, Chartered Insurance Brokers and Chartered Financial Planners.

There are also five individual Chartered titles: Chartered Insurance Broker, Chartered Insurer, Chartered Insurance Practitioner, Chartered Insurance Risk Manager, and Chartered Financial Planners.

In order to be awarded Chartered status, businesses and individuals must demonstrate:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • a commitment to keeping their knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions

This can be summed up as competence, knowledge and ethical behaviour.

Henwood Court are one of only 728 Chartered Financial Planner firms and we are immensely proud that five of our six planners at Henwood Court have achieved individual Chartered Financial Planner status, take a look at our About Us page on our website for more information.

All at Henwood Court are proud of the accolade which is seen as the gold standard of the profession and we take pride in being able to depict the Chartered logo on our website and marketing material so do keep an eye out for it.

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0121 313 1370
The Cruck Barn
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Sutton Coldfield
B76 1TE