West Country firms achieve CISI chartered status

Dean Stevens WM and William Highbourne WM

Jenna Brown
clock • 2 min read

Two advisory businesses, Dean Stevens Wealth Management and William Highbourne Wealth Management, have achieved chartered firm status from the Chartered Institute for Securities & Investment (CISI).

Dean Stevens WM is based in Cornwall and William Highbourne WM operates in Devon. Chartered status is awarded to firms that have demonstrated "commitment to the highest standards of professionalism," the CISI said. CISI CEO Tracy Vegro said: "We are delighted to welcome Dean Stevens and William Highbourne to our global community of select firms holding chartered firm status. "This is a powerful signal to consumers that a financial firm is demonstrably committed to upholding the highest professional standards, and the delivery of top-tier, professional advice." Dean Stevens WM ow...

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 Companies

FCA narrows gender and disability pay gaps but ethnicity gap remains stubborn

FCA narrows gender and disability pay gaps but ethnicity gap remains stubborn

Median ethnicity pay gap widens from 9.1% to 9.3%

Isabel Baxter
clock 10 July 2026 • 3 min read
Aviva partners with Ortec Finance to enhance financial planning proposition

Aviva partners with Ortec Finance to enhance financial planning proposition

Partnership aims to close advice gap

Sophia Panayi
clock 09 July 2026 • 2 min read
Brooks Macdonald sees flows swing to positive territory

Brooks Macdonald sees flows swing to positive territory

£21.7bn FUMA and firm announces it will no longer charge fees on cash

Cristian Angeloni
clock 09 July 2026 • 1 min read