Five financial planning firms have achieved chartered status from the Chartered Insurance Institute (CII) in the first quarter of 2025.
Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.
In receiving chartered status, firms declare 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.
The firms that gained Chartered status between January and March 2025 are; Eva Capital Management, Ocaris Wealth Management, One Four Nine Wealth, Parker Kelly Financial Services, Path Financial Ltd.
Eva Capital Management is a Worcester-based boutique wealth management firm.
Founded by Eva managing director Hannah Edwards in early 2020, the business provides a highly personalised service to clients.
Ocaris Wealth Management, based in Southampton, was founded in 2021 and provides a holistic lifestyle financial planning service.
London-based One Four Nine Wealth, part of the One Four Nine Group, is on a mission to be known as the independent home for high quality financial advisers.
In addition, One Four Nine enables advisers to gain exposure and direct access to experienced investment professionals and bespoke in-house investment solutions.
Liverpool-based firm Parker Kelly Financial Services provides a range of services, including retirement planning, estate planning, advice on savings and investments and protection cover.
Finally, Path Financial Ltd are a team of independent financial advisers and expert wealth managers based in Battle, East Sussex.
CII president Nicola Stacey said: “It is an honour to award Chartered status to six new firms, and welcome them to the Chartered community.
“Chartered status represents a public declaration of professional standards, supporting our collective mission of building public trust in the insurance and financial planning professions.
“We look forward to working alongside these firms to deliver excellent client service.”
