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

'Don't think of consolidation as the end of independent advice. It isn't'

'Don't think of consolidation as the end of independent advice. It isn't'

Continuity before everything else

Tom Rowe-Jones
clock 02 September 2026 • 5 min read
SENDA calls on profession to share how it supports families with disabilities

SENDA calls on profession to share how it supports families with disabilities

Part of white paper launching in November

Isabel Baxter
clock 02 September 2026 • 2 min read
Plannex memberships boosted by 'out of the blue' Reddit influx

Plannex memberships boosted by 'out of the blue' Reddit influx

Without spending a penny on the social media platform

Isabel Baxter
clock 01 September 2026 • 5 min read