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Personal Finance Society
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The power of professionalism

The concept of Chartered professionalism traces its roots back many centuries, to the years following the Norman invasion in 1066. That's some track record. And in the 21st century, Chartered is more relevant than ever in terms of winning and securing public trust.

Across the professional landscape, from accountants to civil engineers, and of course through to insurance brokers, insurers, insurance practitioners and financial planners, Chartered status stands proud as an indicator of the highest standards of learning and ethical behavior. The gold standard.

As a Chartered body of more than a century's standing, we grant Chartered titles to individuals and organisations who meet strict qualifying criteria. Currently over 23,000 individuals and more than 900 firms have been awarded Chartered status.



Individual Chartered status


Corporate Chartered status


Communicating your Chartered status


Chartered member search

You can verify a Chartered individual's credentials by using our member search

Chartered firm search

Our online directory allows you to search for firms near you

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