Winchester-based adviser firm Collingbourne Wealth Management has achieved Accredited financial planning status.
The firm has joined a list of just 70 Accredited financial planning firms that have demonstrated their professionalism by meeting the standards of excellence in financial planning as set out by the Chartered Institute for Securities & Investment (CISI). The firm is one of just three planners in Hampshire to hold the status. Collingbourne Wealth Management founder Martin Strutt (pictured, middle) said: "It is remarkable that most of the best financial planning firms it has been my privilege to know have now gained CISI Accredited status. I am delighted Collingbourne has been assessed and ...
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