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  • Amyr Rocha-Lima

    Chartered Financial Planner joins CISI Accredited Surrey firm

  • Jason Eldrid

    Firm gains CISI Accredited Financial Planning status

  • Warren Shute, managing director at Lexington Wealth Management and Chartered Wealth Manager

    Lexington Wealth gains Accredited CISI status

  • Andrew Day, director and Chartered Financial Planner at Depledge Strategic Wealth Management

    Depledge becomes 67th CISI Accredited Planning firm

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    3 Financial Planning firms achieve Accredited status

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