CISI ACCREDITED FINANCIAL PLANNING FIRM.

The Chartered Institute for Securities and Investments (CISI) sets standards of professional excellence and integrity for the securities, investment and Financial Planning industry. It also provides qualifications and promotes the highest level of competence to its members, individuals and firms. As an Accredited Financial Planning Firm™, we meet the CISI’s rigorous ethics, experience, competence and professional practice standards. Currently there are less than 80 firms in the UK that hold this accreditation. 

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“Accredited Financial Planning Firms demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide”.

Chartered Institute for Securities & Investment