Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.

This commitment includes putting customers’ interests first, investing in the ongoing development of technical skills and knowledge, plus supporting wider initiatives that benefit society and the growth of the profession.

Less than 800 insurers, brokers and financial planners currently meet the qualifying criteria for Chartered status, placing Colmore Partners at the forefront of the sector.

It is our latest accolade, having been recently named in the 100 top performing SMEs by Great Place To Work® UK, for a second consecutive year.

Simon Hoult, Director and Head of Proposition at Colmore Partners, said: “We are incredibly proud to have achieved Chartered status from the CII.

“It takes commitment to be Chartered and a firm belief in maintaining values that align with a code of ethics. By making a public declaration to professional standards, we will deliver added value to our employees and our business, and are expressing a clear message to our customers that they can expect to receive competent and knowledgeable advice, based around their needs.

“This is yet more recognition of our drive to become one of the best regarded financial planning firms in the UK. All of our staff should be congratulated for their work in helping us achieve this.”

Matthew Hill, Chief Executive at the CII Group, said: “By achieving corporate Chartered status, Colmore Partners has made a public declaration to professional standards, and has committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society.

“We are proud to welcome Colmore Partners into the Chartered community.”

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