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As spot check finds 47 advice companies on Unbiased which are not on the institute’s database Chartered status in the financial advice sector is a highly regarded accreditation that many businesses aspire to achieve but some are lying about having obtained it. A recent investigation by New Model Adviser found that 47% of firms claiming to be chartered financial planners on directory Unbiased were not listed on the Chartered Insurance Institute’s (CII) database. Out of 99 randomly-selected advice firms listed on Unbiased as ‘chartered financial planners’, only 52 also appeared on the CII’s official database of chartered firms. The CII confirmed to

Karen barrettMelissa collettInternational adviserInsurance instituteInstitute for securitiesFinancial conduct authorityNew model adviserChartered insurance instituteChartered instituteகரேன் பாரெட்மெலிசா கோலெட்காப்பீடு நிறுவனம்நிறுவனம் க்கு பத்திரங்கள்நிதி நடத்தை அதிகாரம்பட்டய காப்பீடு நிறுவனம்பட்டய நிறுவனம்