Two advice firms achieve CISI accredited financial planning status

69 Accredited firms

Sophie King
clock • 1 min read

Advice firms Jane Smith Financial Planning and Thomas and Thomas have achieved accredited financial planning firm (AFPF) status by the Chartered Institute for Securities & Investment (CISI).

To achieve AFPF status firms must evidence areas including the clear provision of a full financial services for clients, a company-wide consistent fee structure and a clear and visible investment philosophy.  The firms have joined 69 other AFPF firms that have demonstrated their professionalism by meeting the "highest standards" of excellence in financial planning. Buckinghamshire-based Jane Smith Financial Planning director Nicola Watts said the firm was proud to have achieved the status, adding: "This is music to our ears as we take great pride in putting our clients at the heart of...

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