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

IFA consolidator Absolute enters market with Tatton and PE backing

IFA consolidator Absolute enters market with Tatton and PE backing

Led by former CMS Wealth CEO David Carter with first deal sealed

Sahar Nazir
clock 12 August 2025 • 2 min read
PFS signals 'global ambition' and teases new leadership role

PFS signals 'global ambition' and teases new leadership role

The Personal Finance Society (PFS) has signalled intent to “explore international relevance” and teased the creation of a leadership role “to represent the PFS externally”.

Jen Frost
clock 12 August 2025 • 2 min read
Iress sees rise in adviser demand as UK earnings climb 45%

Iress sees rise in adviser demand as UK earnings climb 45%

Significant contribution to group success

Cameron Roberts
clock 12 August 2025 • 2 min read