Chartering a great service for the sixth year running

19 February 2020 - Elizabeth O'Hanlon

Scrutton Bland Financial Services Ltd are awarded the prestigious Chartered status for financial planning services.

Scrutton Bland Financial Services Ltd are pleased to announce their award of corporate Chartered status for the sixth year running. The award is conferred by the Chartered Insurance Institute (CII) who are empowered by the Privy Council and is designed to ensure that that only the UK’s premier firms qualify for Chartered status.
The annual corporate Chartered status award is designed to measure and assess a list of defined characteristics that according to the CII “articulate professionalism in insurance broking and financial planning”. They include providing evidence for:

  • Corporate governance and systems that exert appropriate levels of control over the running of the business including risk management, maintaining adequate capital, record-keeping, training and competency programmes
  • A culture that encourages the fair treatment of customers
  • Encouragement of professional standards for employees through support for technical training and the development and encouragement of appropriate behaviour.

Grant Buchanan, Financial Planning Partner at Scrutton Bland summarised what this award means: “Having corporate Chartered status is the gold standard award for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria such as retaining highly qualified staff who are able to give independent financial advice across the board, and not just in one area such as pensions or Inheritance Tax. Using a Chartered firm means that our clients can be absolutely confident that they will be looked after by professionals who are committed to the highest standards of service.”
Kurt Walsh, Compliance Officer for Scrutton Bland commented “I’m especially pleased about this year’s renewal as the CII criteria for corporate Chartered status has increased considerably over the last twelve months.”
For more information on Scrutton Bland please contact:
Marketing Team
t: 0330 058 6559
Note to editors:
The Scrutton Bland Group (Scrutton Bland) includes Scrutton Bland LLP, Scrutton Bland Financial Services Ltd, Scrutton Bland Insurance Brokers Ltd and Merrick Hill Commercial and is a provider of insurance broking, accountancy, tax, and chartered independent financial advice. From offices in Colchester, Ipswich, Cambridge and Diss. Scrutton Bland serve a range of clients from small owner managed businesses to large corporate organisations and offers professional advice on personal investments through to workplace pensions. Merrick Hill Commercial is a trading name of S. Merrick Hill (Commercial) Ltd. 

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