Chartered Firm status retained for the eleventh consecutive year

Published: May 2026

We are delighted and proud to celebrate the milestone of our eleventh consecutive year of holding the Chartered Insurance Institute (CII) Chartered firm status and recognise that it takes a team effort to maintain this gold standard accreditation.

To quote Matthew Hill, Chief Executive of the Chartered Insurance Institute (CII), “Maintaining Corporate Chartered status is necessarily challenging, reflecting a public declaration to provide professional advice of the high quality, based solely on the needs of each individual client.  It is clear that your firm understands the significance of these commitments, and it is evident that they are being met.”

MM Wealth understands that the client comes first, second and third in everything that we do, however, this must be reinforced by ensuring the team here fully comprehends and practices the ethical code and culture that underpins the broader commitments to our professional values.

Our team continues to learn and evolve at a standard well above the minimum requirements.  We feel it’s important that professional qualifications are maintained and we encourage all our staff to further themselves, whether it’s attending conferences or training events.  We believe that being Chartered demonstrates to all that we’re at the forefront of our profession. 10 members of our staff hold Chartered status, and others continue to progress towards this gold standard.

The Chartered firm status asks that we can demonstrate we are part of the community and accessible to all.  To ensure our outreach to the community, we support local and national charities and events and find this rewarding to do so.

We have been independently owned for over 40 years and will continue to be whilst around us, there is an increasing trend for other firms  to consolidate.  We seek to continue to provide clients with unrestricted, impartial advice and maintain the standards of excellence as governed by the CII and necessary to uphold this accreditation.  We pledge to provide ethical practice and competent unbiased advice.  We understand what good looks like and place emphasis on compliance risk, which is not only good practice, but essential in our regulated world.

We feel that if more firms became  chartered, this would only make our profession more successful and credible.   We continually examine our existing business practices to ensure they provide value and are fair, efficient, effective and responsive to change.

If you are looking for a Chartered Financial Planner, please speak to a member of our financial planning team on 01223 233331 or email info@mmwealth.co.uk