Staffordshire and Bristol planning firms Stalworth Wealth and Ifamax Wealth Management have gained Chartered Institute for Securities & Investment (CISI) accreditation
Professional body CISI said it now recognises both these firms as "leaders" in the financial planning profession. There are currently 53 UK-wide firms with CISI Accredited Financial Planning Firm status and the CISI outlined that firms must meet rigorous CISI criteria to become accredited. It said that those who achieve the status have demonstrated a "commitment to excellence in providing a comprehensive, holistic financial planning service and fostering high ethical standards by having policies in place that align with the CISI's Code of Conduct". They also become part of a commun...
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