Saltus Financial Planning achieves corporate Chartered status

18 November 2022

Saltus Financial Planning has achieved corporate Chartered status from the Chartered Insurance Institute.

Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.

These commitments include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.

Melissa Collett, Executive Director of Professional Standards at the CII Group, said: “By achieving corporate Chartered status, Saltus has made a public declaration to professional standards, and has committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society. We are proud to welcome Saltus into the Chartered community.”

Jon Macintosh, managing partner of Saltus, said: “We are delighted that Saltus Financial Planning has achieved corporate Chartered status. It is a testament to the high standards of our financial planners, the experience they provide to our clients, and the breadth of expertise that exists across our business.”

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