Appleton Fox Wealth Management Ltd, based in Westbury-on-Trym, Bristol, 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, Appleton Fox Wealth Management Ltd 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 Appleton Fox Wealth Management Ltd into the Chartered community.”