Nine Wealth Management has achieved Chartered status from the Chartered Institute for Securities & Investment (CISI).
The Cardiff-based financial services firm has more than 30 years of experience covering various aspects of wealth management, including financial cash flow modelling. CISI Chartered status is given to firms that demonstrate "commitment to the highest levels of professionalism". The body explained that firms must meet several rigorous criteria to achieve the accreditation, including having an appropriate professional development programme that aligns with the CISI's continuing professional development requirements. Nine Wealth Management founder and Chartered financial planner Andre...
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