MM Wealth retain Chartered Financial Planners Status for eighth consecutive year

Published: April 2023

We are delighted to confirm that MM Wealth has retained its Chartered Firm status from the Chartered Insurance Institute (CII) and has successfully attained this for the eighth year.

This is something we are very proud of and it’s a symbol of our commitment to professional standards.  It means we meet the strict qualifying criteria that is required and go beyond technical competence to put emphasis on ongoing professional development.  We believe this enhances value, and ensures our clients receive the best possible advice.

The criteria we need to meet encompasses core values and business practices, including diversity and inclusion.  We commit to building consumer trust, putting clients first and aligning our ethics and values.  By holding the corporate Chartered status, this is a public declaration to our professional standards; the result is the reinforcement of public trust in the concept of Chartered firms.

Nine of our team hold the personal Chartered Financial Planner title, supported by examination success at Level 6 (degree standard) and three of the team are currently working towards this qualification.

We are only one of a select number of firms who hold this corporate Chartered status in East Anglia that are independently owned and this allows us to provide clients with unrestricted, impartial advice.

If you are looking for a Chartered Financial Planner, please speak a member of our financial planning team on 01223 233331.