The firms were announced by IFP chief executive Nick Cann in his speech on 4 October.
He said: “People looking at this list will recognise the quality of the firms involved. The list of names encompasses both large and small firms proving that Financial Planning is not simply the domain of the small firm.
“As we get a far greater understanding of how these firms are delivering Financial Planning, we will be able to share best practice with those aspiring to this brilliant business model.”
Accredited Financial Planning Firm status means that firms have been assessed by the IFP as offering Financial Planning services across the whole of their firms and are following the IFP Financial Planning model.
Bluefin Wealth Management, HC Wealth Management, Tower Hill Associates and Broadway Financial Planning were also recognised as being in the process of achieving the status.
The first 25 firms are:
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Stafford & Co. |
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Navigator Financial Planning Ltd |
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Morton-Wilson Limited |
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Fortitude Financial Planning Ltd |
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Dunham Financial Services Ltd |
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Forty Two Wealth Management LLP |
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Fort Financial Planning Ltd |
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Lumen Financial Planning Ltd |
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Penguin |
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Piercefield Asset Management Limited |
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Baigrie Davies & Company Ltd |
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Mazars Financial Planning Ltd |
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1st Chartered Financial Planning Ltd |
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Planning for Life Ltd |
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Perceptive Planning Limited |
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Bourlet Wealth Management |
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Eldon Financial Planning Limited
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Prestwood Etheridge & Russell Ltd |
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Index Wealth Management |
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Smart Financial Planning |
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Brook-Dobson Brear Limited |
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BoulterBowen WealthCare |
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Paradigm Norton Financial Planning Ltd Bloomsbury Financial Planning Page Russell |
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