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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Castlefield partner expands not-for-profit refill hubs across Cheshire

Feel Good Friday: Castlefield partner expands not-for-profit refill hubs across Cheshire

Project run by Eco Communities

Professional Adviser
clock 15 May 2026 • 1 min read
Closing the advice gap: The case for attitudinal targeted support

Closing the advice gap: The case for attitudinal targeted support

TISA’s Sophie Legrand-Green on a ‘significant’ way to influence consumer behaviour

Sophie Legrand-Green
clock 14 May 2026 • 4 min read
Women in Financial Advice Awards 2026: All the nominations!

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

Professional Adviser
clock 14 May 2026 • 29 min read