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Financial Planning Firm™.

We are delighted to announce that we have been approved by The Charted Institute for Securities and Investment (CISI) as an Accredited Financial Planning FirmTM.  CISI is the professional body for Financial Planners in the UK. It awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to its clients.   

To meet the criteria for approval we have had to demonstrate that we provide a comprehensive Financial Planning service for clients as well having a clear cost or fee structure. The firm also had to demonstrate commitment to the CISI’s Code of Ethics and Practice Standards as well as having appropriately trained and qualified staff. 

All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and at least 50% of registered advisers must be qualified as Certified Financial Planners (CFPTM), or equivalent.

Very few Financial Planning firms in the UK meet these exacting standards.

When looking for professional Financial Planning firms in the UK, consumers should look for Accredited Financial Planning Firms as the hallmark of quality, and to find the services of CFPTM professionals, the only globally recognised standard of professionalism for Financial Planners. When seeking objective, expert and trusted Financial Planning advice, consumers should always look for the CFP mark.

More information can be found here:  CISI Website >


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