The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Wealthflow LLP based in Scotland has become a CISI Accredited Financial Planning FirmTM .
This means that Wealthflow LLP has joined an elite list of 74 Accredited Firms which have demonstrated their professionalism by meeting the highest standards of excellence in Financial Planning.
For a firm to become an Accredited Financial Planning FirmTM it must:
- evidence that it meets strict criteria in relation to the delivery of financial planning
- place clients at the heart of its business proposition and ensure they receive
consistently excellent service
- re-confirm it meets the standards on an annual basis to retain its Accredited Financial Planning FirmTM status.
In addition, at least 50% of the firm’s FCA registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNERTM (CFPTM) professional or Chartered Financial Planner. At least one director/partner of the firm must be a current CFPTM professional.
Consumers can find the list of Accredited Firms in their area by accessing the CISI’s Wayfinder listing at http://www.financialplanning.org.uk/wayfinder and insert their postcode.
Duncan R. Glassey CFPTM Chartered MCSI founding partner of Wealthflow LLP said: “Accreditation demonstrates our pursuit of excellence in everything we do for clients – delivering a comprehensive Financial Planning and independent investment advice service with the objective of supporting clients to achieve their most important life goals.”
Campbell Edgar CFPTM Chartered FCSI, CISI’s Head of Financial Planning said: “I am delighted to be able to approve Wealthflow LLP as an Accredited Financial Planning FirmTM. Duncan Glassey and his team at Wealthflow have demonstrated quite clearly that they place the client at the core of their business and use sensible financial planning processes consistently to build workable planning strategies for those clients, both primary indicators of quality. I congratulate them on being accepted into an exceptional group of firms, the Accredited Financial Planning FirmTM community.”
If a financial planning firm wishes to apply to become a CISI Accredited Financial Planning FirmTM please contact rudy.rodrigues@cisi.org