Chelmsford based Solus Financial Planning has achieved
the prestigious status of a CISI Accredited Financial Planning Firm (AFPF).
Solus
Financial Planning joins an exclusive group of CISI
Accredited Financial Planning Firms which have demonstrated their
professionalism by meeting the highest standards of excellence in financial
planning.
This brings the
total number of CISI, UK-wide Accredited Financial Planning Firms to 59.
Consumers can
find the list of AFPFs in their area by accessing the CISI’s Wayfinder –
Find a Financial Planner website.
Gavin Johnson
CFPTM Chartered FCSI (Financial Planning) (pictured) said: "I’m
absolutely delighted that Solus Financial Planning has been awarded Accredited Financial
Planning Firm status. To be recognised as meeting the exacting standards
prescribed by the CISI in order to achieve this status is hugely rewarding and
a validation of the core values and guiding principles that are the foundation
of the firm.”
Chris Morris,
Chartered MCSI, CISI Head of Financial Planning Policy and Engagement, said:
“It is a pleasure to welcome Solus Financial Planning to the CISI AFPF
community. AFPF’s represent some of the very best financial planning firms in
the UK, so it is great for the profession to recognise the value in this
important accreditation.”
Those
interested in applying to become a CISI Accredited Financial Planning Firm
should contact sally.plant@cisi.org
About CISI Accredited Financial Planning
Firms (AFPF):
The CISI Accredited Financial Planning Firm
status is an exclusive accreditation granted to firms that have demonstrated an
exceptional commitment to providing comprehensive and top-tier financial
planning services.