Three financial planning firms achieve CISI accredited status

Ashlea Financial Planning based in Cheltenham, Bedfordshire-based Boosst and the Fundamental Group, based in Surrey, have all achieved accrediation. The CISI said it means the three firms had joined an "elite list" of 72 accredited firms which have demonstrated their professionalism by meeting the highest standards of excellence in financial planning. For a firm to become accredited 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 excel...