Introducing six newly Chartered corporate firms with the CII - IFA Magazine

Introducing six newly Chartered corporate firms with the CII - IFA Magazine

Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status 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 cust…

Thomas Carroll’s Alisha Edwards becomes President of the Chartered Insurance Institute of Cardiff - Business in the News

Alisha Edwards, Account Executive at Thomas Carroll, has been elected as the new president of the Cardiff arm of the Chartered Insurance Institute (CII). Alisha, who joined the independent employee-owned risk management business last year, has been a member of the Insurance Institute of Cardiff for several years and will now hold the presidency for the next two years. The CII is a professional body which is dedicated to building public trust in …

Thomas Carroll’s Alisha Edwards becomes President of the Chartered Insurance Institute of Cardiff

News from Wales Alisha Edwards, Account Executive at Thomas Carroll, has been elected as the new president of... The post Thomas Carroll’s Alisha Edwards becomes President of the Chartered Insurance Institute of Cardiff appeared first on News from Wales.

Six insurance and finance firms gain CII chartered status

Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) chartered status in the first quarter of 2025.  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, and Sentio Insurance Brokers. As part of the award, the firms agreed to follow the CII code of ethics and to …