Further three advice firms receive top CISI excellence accreditation

Oak Four, Santorini Financial Planning and Empower Partners named

Hope William-Smith
clock • 1 min read

Three more advice firms have been named on the Chartered Institute for Securities & Investment’s (CISI) list of accredited financial planning firms.

Staffordshire firm Oak Four, Leicestershire-based Santorini Financial Planning and London firm Empower Partners were confirmed today (18 July) has having demonstrated sufficient professionalism to acquire accredited financial planning firms (SFPF) status. The addition of the three brings the total number of UK-wide accredited planning firms that demonstrate excellence in financial planning to 58.  "It is's a huge pleasure to welcome these three firms to the CISI AFPF community," said CISI head of financial planning policy and engagement Chris Morris. "These firms have reached the p...

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