Three new financial planning firms have achieved accredited financial planning firm status, the Chartered Institute for Securities & Investment (CISI) has said.
Ashlea Financial Planning based in Cheltenham, Bedfordshire-based Boosst and the Fundamental Group, based in Surrey, have all achieved accrediation. The CISI said it means the three firms had joined...
Creates £11bn asset management business
And more competition
Launched November 2018
£15m group claim