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“We are delighted that our values have been recognised as matching the CISI’s high standards of financial planning excellence." - Lamb Financial's David Lamb
Begley Brown Financial Solutions and Lamb Financial have both achieved Accredited Financial Planning Firm status from the Chartered Institute for Securities & Investment (CISI).
The two advice businesses have joined an exclusive list of 67 CISI Accredited Financial Planning Firms (AFPF) that have demonstrated their professionalism by meeting the highest standards of excellence...
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