PI Global Investments
Private Equity

Chartered status becomes a trust signal for brokers as consolidation reshapes the market


The Chartered Insurance Institute (CII) has just awarded Corporate Chartered status to 11 insurance and financial planning firms in the first half of 2026. Only one, Insurance Direct Group Solutions, is an insurance broker; the remaining ten, including Barwells Independent Financial Management, BSK Financial Planning, Dean Statham Wealth Management, Deep Dive Financial Planning, Fidelium Financial Planners, Financial Management Bureau, Grafton Court Wealth Management, Murray Paterson, Pentins Financial Planners and Vincent Colley Investment Advisors, are financial planning firms.



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