Three new UK advice businesses have achieved the exclusive CISI Accredited Financial Planning Firm status.
York-based Ardent Financial Planning, Birmingham-based Key Financial Planning and Pyrford Financial Planning, in Weybridge, have all been given the accolade.
The CISI now recognises these firms as leaders in the financial planning profession.
This brings the total number of CISI, UK-wide accredited financial planning firms to 55.
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Firms must meet rigorous criteria to become accredited.
Those who achieve the status have all 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 community that shares best practices, thereby gaining consumer confidence.
Chris Morris, CISI head of financial planning policy and engagement, said: “We are extremely pleased to welcome Ardent Financial Planning, Key Financial Planning and Pyrford Financial Planning as our latest Accredited Financial Planning Firms.
“All firms have demonstrated their client-centric approach and with certified financial planner professionals driving their service, we congratulate them on joining the CISI Accredited Financial Planning Firm community.”
Ardent Financial Planning said it was “absolutely thrilled” to be recognised by the CISI.
“This accreditation reflects the dedication, professionalism and values that our team has consistently demonstrated over the years,” it said it a statement.
“Achieving and maintaining our status has been and will always be a core priority, and we’ve done so by continually investing in our people, our clients and the smart use of technology to create an exceptional client experience.
“Our clients are at the heart of everything we do. This recognition is a major milestone and a proud moment for Ardent and we’re excited to continue building on this success with the CISI as a trusted partner.”
Key Financial Planning said: “It’s a recognition of the trust we aim to build with every client through genuine, long-term financial planning, and we’re committed to upholding those standards now and in the future.”
James Mousley, co-founder of Pyrford Financial Planning, said: “We are delighted to have been awarded the prestigious accreditation.
“Noel and I set up Pyrford Financial Planning to deliver the highest quality of retirement planning and with a commitment to continually improve the services to the families we are privileged to support.
“This achievement recognises our dedication to delivering excellence and validates our process for ensuring great retirement outcomes for clients.”
